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๐ŸฆWorksheet

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 โ€” not just the definitions.

Best for: HOA Boards ยท HOA Treasurers ยท Self-Managed Communities

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