Budgets & Expenses
Your HOA's own bookkeeping — budgets, chart of accounts, vendors, transactions, and reconciliations in the Financials feature.
- How do I create and complete a reconciliation in the Financials feature?
- Why can't I edit an old reconciliation?
- Can I search and sort the vendor list?
- How do I search, sort, deactivate, duplicate, or delete a budget?
- Are there Financial reports, like Profit & Loss?
- In the Financials feature, how do I add a new transaction?
- How do I add or remove accounts in a budget?
- How Do I Create a New Vendor in Financials?
- How do I configure the Financials feature's settings?
- How do I create a new account in the Chart of Accounts?
- How do I create a new budget in the Financials feature?
- How Do I Deactivate, Reactivate, Delete, or Duplicate a Vendor?
- How do I search, sort, and download my transactions in the Financials feature?
- How do I download the vendor data?
- How do I edit or delete a transaction in the Financials feature?
- How do I search for accounts in the Chart of Accounts?
- How Do I Search, Sort, and View My List of Reconciliations?
- What does the Chart of Accounts show me?