One financial snapshot for the whole building.
Total funds, admin fund, capital works, levy collection and trend indicators in one shared view. Committee uses it to run the building; owners see the same numbers from My Lot, scaled to their share.
Financial dashboard
Avion · Wolli Creek NSW · Illustrative
Total funds
$245K
+4.2%Admin fund
$142K
+2.8%Capital works
$103K
+6.1%Levies
$68K
+1.5%One source, not five versions
The dashboard, fund views and owner views all read from the same financial record.
Owners see their share
Give owners useful context without exposing committee-only controls.
Fund health stays visible
Balances and trends stay in view between meetings, not only inside the AGM pack.
Admin fund spending, broken down for everyone to see.
Monitor expenses, reserve adequacy and spending patterns by category with year-over-year trends. Committee sees the full breakdown; owners see how their levies are being spent.
Admin fund breakdown
$142K
See where the year is going
Insurance, repairs, utilities and cleaning become a readable picture instead of a ledger hunt.
Question drift early
Year-over-year patterns help the committee spot changing costs before budget time.
Explain levies with evidence
Owners can see the categories behind the number on their levy notice.
Capital works the whole building can plan around.
Track capital works fund performance, live project budgets and long-term projections. Log spend once and the picture updates for owners, the next AGM and the 10-year plan downstream.
Project budgets
Projects stay connected to the fund
Roof, lift, paint and HVAC budgets sit beside the money intended to pay for them.
Actual spend updates the plan
Progress recorded today carries into the longer-term view instead of becoming another spreadsheet.
Owners can see what is coming
Future works and their levy impact are visible before a vote becomes a surprise.
Enter the balance sheet once. Distribute it everywhere.
Opening balances, levies collected, insurance, repairs, management fees and closing balances flow into the dashboard, fund views, budget tracking, My Lot and the 10-year plan.
Balance sheet
5/6 completeOne entry point
The committee records the statement once instead of rebuilding the same figures for every view.
Missing fields stay obvious
Completion state shows what still needs attention before the picture is treated as current.
Changes leave a trail
Updates remain attributable instead of silently replacing the previous spreadsheet.
Every transaction. One searchable building record.
View, filter and verify financial transactions across admin and capital works funds. Committee can investigate anything that looks off; owners can see how their levies have been deployed.
Strata insurance
Insurance
Lift servicing
Repairs
Garden maintenance
Gardening
Common area clean
Cleaning
Fire safety check
Fire safety
Search the actual record
Description, category and amount stay together when someone needs to answer a question.
Patterns surface faster
Repeated contractors and changing categories are easier to notice in one continuous history.
Fewer owner support loops
People can understand where money went without asking for another exported report.
Budget the year together. Track it as it unfolds.
Build the annual budget line by line across both funds, then compare actuals as the year progresses. Committee sees what is on track, slipping or already overspent.
FY 2025–26 budget
2 lines overBudgeted
$59.8K
Actual YTD
$58.9K
Variance
−1.5%
Building insurance
Admin · $18,620 / $18,400
Lift maintenance
Capital · $14,200 / $12,000
Cleaning & gardening
Admin · $9,450 / $9,800
Fire safety compliance
Admin · $6,080 / $6,200
Utilities (common)
Admin · $9,120 / $8,400
The AGM budget stays alive
The approved plan remains visible after the meeting instead of disappearing into the minutes.
Variance is visible during the year
Over-budget lines appear while the committee can still respond.
Next year starts with context
Actual performance gives the next budget a defensible starting point.
See the spending the way the building reads it.
Treemaps, expense views and money-flow visualisations turn the same underlying data into a picture committee and owners can understand in seconds.
Insurance
$42,500
Repairs
$18,200
Utilities
$15,800
Management
$12,000
Cleaning
$8,400
Move from rows to proportion
The largest categories become obvious before anyone starts scanning line items.
Drill into the question
Start with the pattern, then move into the transaction detail behind it.
Use the same data differently
Visual tools explain the record without creating a second version of it.
Plan the next decade together. Stress-test it before you vote.
Map capital works on a ten-year timeline, then compare best, mid and worst-case scenarios to see whether the fund holds up.
10-year capital works plan
Put timing beside cost
Major works become a sequence the committee and owners can reason about together.
Test more than one future
Scenario views show how changing assumptions affect the fund and future levies.
Arrive at the AGM informed
Owners can see upcoming obligations before motions and contributions are put to a vote.
One financial picture. Shared by everyone.
Committee sees the full position. Owners see their share. Same numbers underneath, no version drift.