HOA Resources & Guides

Free guides, templates, and expert advice for HOA board members. Written by people who've actually served on HOA boards.

Free Tools

Interactive calculators and downloadable templates to help you plan and manage your community's finances.

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Dues Calculator

Estimate your community's monthly and annual assessment revenue based on home count, assessment amount, and collection rate.

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Budget Template

Download a free HOA budget template with common expense categories, reserve fund calculations, and year-over-year tracking.

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Reserve Fund Calculator

Component-based reserve calculator: percent funded, recommended annual contribution by both funding methods, and a 30-year projection.

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Percent Funded Calculator

Check your reserve funding level in 30 seconds. Balance ÷ fully funded balance, with the risk bands boards actually use.

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Component Life & Cost Library

Typical useful lives and national replacement-cost ranges for 60 common HOA reserve components — roofing, paving, pool, and more.

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Reserve Study Company Directory

40 verified reserve study firms — national providers and regional specialists — organized by state, with local firms ranked first.

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PNW Board Year-End Kit

Free checklist for Washington and Oregon boards, November through April: budget ratification, reserve reviews, financial statements and 1099s, emailed to you.

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Reserve Study Requirements by State

50-state guide to statutory reserve study, funding, and disclosure rules, with primary-source statute citations and last-verified dates.

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Special Assessment Calculator

Calculate the per-homeowner cost of a special assessment. Factor in available reserves and installment payment plans.

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Quorum Calculator

Verify if you have enough members present (in person plus proxies) to meet your community's quorum requirement for voting.

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Washington Budget Ratification Calculator

Enter your budget adoption date and get every Washington deadline: 14-day meeting notice, the 30-day mailing window and the 14 to 50 day ratification meeting.

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