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HOA Budget Template
Plan annual dues, reserves, and capital projects with a transparent budgeting worksheet you can share with the entire board.
What’s inside the template
- Annual income planning tabs with separate views for dues, fines, rental fees, and special assessments.
- Expense tracking buckets aligned to Texas HOA reporting requirements, including insurance, landscape, utilities, and legal fees.
- Reserve projection dashboard that ties vendor proposals to forecasted cash flow, helping the board prioritize capital projects.
How to present the numbers to your board
- Share the executive summary tab to highlight dues impact, reserve health, and the next major projects coming down the pipeline.
- Invite board members into the template or export to PDF so everyone reviews the same numbers before each meeting.
- Use the variance analysis sheet after every month-end close to track where you’re running ahead or behind budget.
Make the template your own
- Replace sample vendors with your preferred providers and enter current contract rates so the cash flow forecast stays realistic.
- Lock the forecasting formulas but unhide the notes column to capture board feedback and action items directly in the worksheet.
- Schedule time with our finance team if you want to benchmark your HOA against similar communities across North Texas.