🏦Worksheet
HOA Capital Reserve Funding Worksheet
A four-part reserve planning tool: a side-by-side comparison of the three funding methods (straight-line, threshold, cash-flow), a 5-year projection worksheet showing how each method affects reserve balance and required assessments, a percent-funded calculator with danger-zone thresholds, and an annual budget integration section. Shows the dollar impact of choosing differently — not just the definitions.
Best for: HOA Boards · HOA Treasurers · Self-Managed Communities
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