Budget
Planning the year’s spending by category, comparing it with the expenses, approving it and keeping the signed copy.
The Budget tab shows the year at a glance: what the complex planned to spend in each category, what it has spent so far, the reserve fund against its target, and how much of each month’s invoices was collected.
Who can use it
Sidebar › Finance › Budget, the first tab of Finance. A Complex Admin, an Org or Global Admin inside the complex, an Accountant and a Board Member can read it. A Complex Admin and an Accountant can create and edit the budget. A Complex Admin and a Board Member can approve it, but never a budget they prepared themselves.
Pick the year
The year picker above the tab shows the current year at first. Pick another year to see its budget; the year stays in the address, so a link opens the same year.
Create the budget
A year without a budget shows No budget for 2026. Create budget opens a form with one amount for each category: Cleaning, Security, Elevator, Utilities, Repairs, Reserve fund, Staff salaries and Other, in the complex’s currency. Each amount is required and cannot be negative; leave 0 for a category with nothing planned. The total updates as you type. Create budget saves the year’s draft.
Edit budget opens the same form while the budget is a draft. If someone else changed it in the meantime, the form closes and the budget reloads, so their change is never overwritten.
Read the year
- Planned 2026: the budget’s total.
- Spent year to date: the year’s expenses, with the share of the plan they used. The ring turns red once spending passes the plan.
- Reserve fund: its balance, with the target and how much of it is reached.
- Budget: planned vs actual: one row per category with anything planned or spent. A category that spent more than planned shows its actual bar in red.
- Collection rate by month: how much of each month’s invoices was paid, with the current month highlighted. Months still to come have no bar.
- A table below lists every category’s planned and actual amounts and the share spent. On a phone it turns into cards, and the charts stack.
Owners see a read-only version of the approved budget on their Payments page, under Where the money goes.
Approve the budget
Approve asks for confirmation, then freezes the budget: it can no longer be edited. Anyone who created or edited the draft cannot approve it; instead of the button they read that another member with approval rights must approve it. If the server still refuses, its message says why.
The signed PDF
Once the budget is approved, a Complex Admin or an Accountant can attach the signed copy with Upload signed PDF: a PDF file of at most 10 MB. Replace signed PDF swaps it later. Anyone who can read the budget downloads it with Approved 2026 budget (PDF).
Creating, editing and approving the budget and attaching its PDF are all written to the audit log.