HOA Planner gives your board a clear, data-driven picture of your reserve fund — so you can plan capital projects, set assessments, and avoid special assessments.
Interactive reserve fund projections with scenario comparison, assessment modeling, and special assessment alerts.
Import your reserve study directly. Track every capital project by year, category, and deferral risk.
Give residents a read-only view of the financial plan. Keep the whole community informed and reduce board meeting friction.
One-click PDF reports for board meetings: scenario comparison, 5-year action plan, budget reconciliation, and reserve disclosure.
Send monthly financial updates to all residents with a single click — bulletin board, local recommendations, and reserve status.
Binary search algorithm finds the minimum assessment increase needed to hit any funding target. No spreadsheet required.
Set up your HOA in 5 minutes. No credit card required.
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