The Finances feature gives board members full control over the community's budget, expenses, bank accounts, and vendors. Track every dollar, set up recurring expenses, and know exactly where you stand
The Finances feature gives board members full control over the community's budget, expenses, bank accounts, and vendors. Track every dollar, set up recurring expenses, and know exactly where you stand financially.
Board members of HOA/condo communities.
Go to Board Portal → Finances and link your community bank account. Transactions sync automatically so your books stay current without manual entry.
Create budget categories like "Landscaping," "Pool Maintenance," "Insurance," and "Reserve Fund." Set annual amounts and track spending against each category in real time.
Add vendors with contact info and contracts. Set up recurring expenses (like monthly landscaping or quarterly pest control) so they are logged automatically.
Q: My bank balance does not match the system balance. A: Check for uncleared checks or pending transactions. The sync may lag by a day. You can also manually reconcile by marking transactions as cleared.
Q: Can I export financial data for our accountant? A: Yes. Export transactions, budgets, and expense reports as CSV or PDF from the "Reports" tab inside Finances.
Contact support at support@sanafai.com
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