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Barrera & Co. (June 2025) · 3% contrib growth (only when increasing) · Flat at status quo · Ops: 2026 budget + inflation · v6.2
⚙ Settings
📅 Projection Window
End year203510 years
Show inflation-adj $
💹 Financial Rates
Phase-in overyears
CD / investment rate
Inflation rate
Inflation sensitivity
Current reserve balance
$
🏢 Organization
Address
Logo
💰 Assessment Tiers
How monthly HOA dues are structured across your units.
📝 Author's Notes
📚 Document Library
HOA governing documents, meeting minutes, reports, and reference materials
🔗 Building Resources
Quick access to community platforms and building links
Monthly Assessment / Unit (weighted avg)
$/mo
% / year
%
Over years
Target / unit
$726/mo
CD / Investment rate:on positive reserve balances
⚡ Special Assessments
▾
📈 Breakeven Analysis
▾
📊 Reserve Balance vs. Capital Expenditures
▾
Smart planning today protects property values tomorrow. Every dollar in reserves is a dollar homeowners don't pay in emergency special assessments.
✨ Key Metrics
▾
📋 Year-by-Year Detail
▾
Quotes
Photos
Click anywhere to close
👤 Manage Users
Add / Update User
Bulk Import Users (CSV)
CSV format: email, display_name, unit_number, role (one per line). Header row optional.
🏗️ Reserve Study
Import reserve components from any format — PDF, CSV, Excel. Claude extracts all line items automatically.
💰 Operational Budget
Import your annual operating budget from any format — PDF, CSV, spreadsheet paste, or plain text.
📥
Drop a file here or click to upload
PDF · CSV · Excel · Text · Paste anything below
Or paste text / CSV directly
💡 Multi-year tip: Set the fiscal year before importing. Import each budget year separately (e.g. 2023, 2024, 2025) to unlock year-over-year comparison in the Budget dashboard.
Preview
Name
Category
Annual $
Notes
🚨 Emergency Alert
This sends an immediate alert to ALL residents via email, SMS (if configured), and push notification (if enabled). Use only for genuine emergencies: water shutoff, fire, gas leak, building closure, etc.
0 / 500
Channels
📧 Email — sent to all opted-in residents via Resend
📱 SMS — sent to residents with phone numbers (requires Twilio setup)
🔔 Push — sent to residents who installed the app (requires VAPID setup)
🏠 My Unit
SUGGESTION BOX
💡 Community Suggestions
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📋 Activity Feed
✨
Understanding Your Reserves
Powered by AI · For informational purposes only
Generating explanation…
This explanation is generated by AI based on your HOA's actual financial data. It is for informational purposes only and does not constitute financial or legal advice.