HOA management, HOA board, HOA accounting, Self-managed HOA, Getting Started, Financial, Board Tips
Follow the Dollar: A (Surprisingly Fun) Tour of Everything HOAfy Accounting Does
Meet Your Dollar Somewhere in your community, a homeowner just paid their monthly assessment. Call it $250. That dollar bill (well, the ninety-nine other dollars riding along with it) is about to go on a trip — through invoicing, into the ledger, past a bank feed, through a reconciliation, and…
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HOA management, HOA board, HOA accounting, Self-managed HOA, Getting Started, Financial, Board Tips
6 HOA Financial Reports Every Board Member Should Understand
The Short Answer Every HOA board should regularly review six financial reports: the income statement, balance sheet, statement of cash flows, accounts-receivable aging, delinquency report, and payment register. Together they explain whether the association is operating within its means, what it owns…
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HOA management, HOA board, HOA communications, Self-managed HOA, Getting Started, Communications, Board Tips
Why Your HOA Needs Its Own Email Address, Not the President's Gmail
The Short Answer An HOA should use an association-owned email address because official correspondence belongs to the community, not to the current president, secretary, or property manager. A good shared HOA mailbox preserves incoming messages, replies, attachments, assignments, and history across…
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HOA management, HOA board, Self-managed HOA, HOA technology, HOAfy Copilot, Getting Started, Compliance, Product Updates
Ask, Don't Click: Using HOAfy Copilot to Manage Your HOA
The Problem: Too Many Clicks, Not Enough Time Running an HOA means juggling dozens of decisions every week: "What's the balance for Unit 304?" "How many violations are open?" "Can I add three new units from the roster file?" "Who's behind on payments?" Normally, each question means opening the app…
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HOA management, HOA board, HOA technology, Self-managed HOA, Getting Started, Board Tips
How to Choose HOA Software in 2026: A 10-Point Board Checklist
The Short Answer To choose HOA software in 2026, evaluate complete workflows rather than feature lists. Ask each vendor to demonstrate the same real tasks: issue assessments, trace an owner balance, reconcile a bank account, handle a resident request, turn maintenance work into a vendor bill, send…
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