The Expense Tracking tab in our Reserve Study Excel file is designed to provide users with a streamlined and reliable way to monitor and manage financial activity over time. This tab is structured into two main sections: Cash Flow and Expenditures, each serving a distinct purpose. This tab allows users to make informed decisions and maintain accurate documentation.
Our new Preventative Maintenance Plan feature, the calendar tab, allows users to track and schedule routine maintenance tasks with ease. With detailed task descriptions and seamless synchronization with the Preventative Maintenance Plan, this tool helps ensure that essential upkeep is never overlooked.
Our Preventative Maintenance BluePrint Tab contains information on how your association can maintain various assets to extend their useful life. This feature allows users to investigate specific components, maintenance required for each component, and personalized maintenance information.
The new interactive Excel file now features an auto-funding tool that automates funding plan calculations and updates with a single click, eliminating the need for manual calculations. This allows users to effortlessly maintain current funding plans between reserve study updates, identify the Critical Low Balance Year, and easily explore various financial scenarios, including inflation rates, interest rates, project years, costs, frequencies, phasing, and multiple what-if situations, through an automated and user-friendly interface.
Our process is designed to set you up for success, with a strong focus on transparency and open communication every step of the way. Whether you're well-versed in the reserve study process or navigating it for the first time, we’ll guide you with clarity, expertise, and personalized support.
Discover the importance of Reserve Studies for capital projects and what sets ours apart. Access our comprehensive Reserve Study PDF report.
