Viewing Your Community's Finances

Applies to:All roles

If your board has published a budget or a financial report, you’ll see a Finances item in your navigation. It has two tabs: Budget and Financials. When the board has published reports but no budget, only Financials appears.

Budget tab

Here you’ll find:

• A summary of income, expenses, and the net for the fiscal year, with the change from the previous year’s budget
• A message from the board, if they’ve included one
• Charts breaking down where income comes from and where expenses go
• A full account-by-account list with annual totals

Use the Operating and Reserve toggle to switch between funds; a fund with no published budget is greyed out. If more than one year has been published, a year selector lets you look back at previous ones. Click Print any time for a clean, printable version.

Financials tab

This is where any published financial reports live — Balance Sheet, Income Statement, or Cash Flow Statement — grouped by the period they cover, each with the date it was published. Click any report to view it.

Note

Nothing shows up here until your board publishes a budget or report. If you don’t see a Finances item in your navigation, your community hasn’t published anything yet.

Where to go next

• Curious how the board puts this together? See Understanding Accounting in HOA Hub.
• Paying your assessments? See Paying Your Assessments.