One financial picture for the building. Committee sees admin and capital fund balances, budgets, transactions and the 10-year plan. Owners see their share of every dollar, without anyone re-keying the numbers somewhere else.
Total funds, admin fund, capital works, levy collection and trend indicators, all in one live view. The committee uses it to run the building; owners see the same picture from their My Lot view, scaled to their share. Same numbers, no version drift, no "can someone forward me the latest figures?".
Monitor admin fund expenses, reserve adequacy and spending patterns by category (insurance, repairs, cleaning, utilities) with year-over-year trends. Committee sees the full breakdown; owners see how their levies are being spent. Same data underneath, the right slice for each role.
Track capital works fund performance, live project budgets and long-term projections. As work progresses on the roof, lifts, painting or HVAC, committee logs spend once and the picture updates everywhere: for owners watching their fund balance, for the next AGM, and for the 10-year plan downstream.
This is where financial data goes in: opening balances, levies collected, insurance, repairs, management fees, closing balances. Enter it once and UnitBuddy distributes it across the dashboard, the admin and capital views, the budgets vs actuals tab, owner My Lot views and the 10-year plan. Full audit trail of every change.
| Field | Value | Status |
|---|---|---|
| Opening Balance | $132,450 | |
| Levies Collected | $68,200 | |
| Insurance | $12,800 | |
| Repairs & Maint. | $8,450 | |
| Management Fees | n/a | |
| Closing Balance | $142,300 |
View, filter and verify every financial transaction across admin and capital works funds. Description, category, amount, all colour-coded so patterns are visible at a glance. The committee can drill into anything that looks off; owners can see how their levies have been deployed without having to ask.
| Description | Category | Amount |
|---|---|---|
| Strata Insurance | Insurance | $12,800 |
| Lift servicing | Repairs | $3,200 |
| Garden maintenance | Gardening | $1,850 |
| Common area clean | Cleaning | $2,400 |
| Fire safety check | Fire Safety | $950 |
Build your annual budget line by line across admin and capital funds, then track actuals against it as the year unfolds. Committee sees which categories are on track, slipping or already overspent. Owners get the same visibility on the budget the AGM voted in, so AGM time is a conversation about decisions, not a reveal.
Interactive treemaps, expense dot charts and money flow visualisations turn the same underlying data into a picture committee and owners can understand in seconds. Drill into a category, follow the money, and spot the trends a spreadsheet quietly hides.
Map capital works on an interactive ten-year Gantt timeline (roof, lifts, plumbing, HVAC) then toggle between best-case, mid-case and worst-case scenarios to see if the sinking fund holds up. Committee shapes the plan; owners see what's coming and what it means for their levies. By AGM time everyone's already had a chance to look.
Committee sees the full position. Owners see their share. Same numbers underneath, in real time.