Free HOA Template – Annual Budget

Planning your association’s finances doesn’t have to be overwhelming. Our free Annual Budget Template is designed specifically for homeowners associations to help you project income, manage expenses, and plan for reserves with clarity and confidence.

What’s Included:

• Projected income from dues, assessments, and other sources

• Categorized expense tracking (maintenance, landscaping, insurance, etc.)

• Reserve funding and capital improvement planning

• Year-over-year comparison tools

• Fully editable format — compatible with Excel and Google Sheets

Who Should Use This:

• HOA Treasurers

• Board Members

• Property Managers

• Finance or Budget Committees

Why It’s Helpful:

• Simplifies the annual budgeting process

• Helps ensure financial transparency and responsible planning

• Supports board presentations and homeowner communications

• Saves time with a clean, professional format

Download your free HOA Annual Budget Template today and take the guesswork out of your financial planning.