The goal: a board as tuned in to its community’s fiscal health as the manager who works with it every day. Everything starts from the monthly financial packet, imported once and understood everywhere. Each tool below reads from the same record, so the report, the dashboard, and the budget can never disagree.
It opens on a one-page cover: the health verdict, the four numbers that matter, board attention items, and watch items — written in the voice of a manager briefing a board, not an accountant filing paperwork. Behind the cover, tabs hold the full detail: delinquencies, operating, reserves, and investment accounts. Every claim clicks through to its evidence. Print it and it paginates cleanly with real page numbers, ready for the meeting packet.
Liquidity, reserve position, collections, and net income — each with a plain-English status, not just a number.
Every figure opens a detail view: monthly trends, the statement’s own rows, and the invoices behind a line item.
An unusual credit or a spike is named — the GL, the amount, the month — and marked on the chart itself.
Between board meetings, the dashboard is the manager’s home: cash on hand, reserve funding against the study, budget variance, delinquency counts, maturing CDs, and open action items — each tile opening into the same detail views the report uses. When something needs attention, it says so by name.
The budget tool starts from actuals — every GL’s real history — and carries board remarks line by line. Reserve studies import directly: the funding plan lands against the right components, and the fully-funded target drives the dashboard’s percent-funded gauge. Approvals and fiscal-year close-outs are guided, with backups taken automatically.
Every import adds a month to the community’s history, and every line item carries it — utilities creeping, landscaping seasonality, insurance renewals. Click any GL and its whole story is there, months side by side. Budgets stop being last year’s number plus a guess.
Delinquency tracking works at the account level — aging, stage history, attorney status — with a timeline per account that builds month over month. Homeowner names never appear anywhere: account numbers only, on screen and in print.
A stalled account looks exactly like a moving one on a single statement. Month over month, the tracker knows the difference — and says so, with a nudge when it’s time to ask the collections vendor what’s happening.
Financials have a monthly rhythm — action items have a daily one. The clubhouse roof, the irrigation valve, the thing a homeowner reported at last night’s meeting: every open issue lives in one list, with a priority, an owner, and a running clock. Nothing ages silently.
Open the list and the day organizes itself: what’s urgent, what’s waiting on a vendor, what needs the board. Filters for priority and status; a counter for how long every issue has been open. Adding an issue takes ten seconds — a title, a priority, done.
The daily gesture is a single sentence: what happened today. Every note is time-stamped forever, so when the board asks “what’s the story with the roof?”, the answer is fourteen dated entries — who called whom, what the vendor said, when the estimate landed. Institutional memory that survives vacations, handoffs, and board turnover. And the whole list shares to the board as a read-only snapshot, one click.
Share the list as a read-only snapshot and every board member gets the full picture on their phone — each issue with its priority, its age, and the latest note. No accounts to set up, nothing they can accidentally change, no status-report email to write. The update is the list.
Walk the property. Type one line. Done — remembered forever.
The packet arrives once a month. The watching never stops.
A walkthrough takes twenty minutes: one import, the report, the dashboard, and the questions it answers before a board asks them.
