CondoHQKnow where the reserve stands before the board asks
Reserve study intelligence, adopted funding plans, and live bank balances on one corporation-scoped record
Reserve studies, adopted funding plans, and live bank evidence belong on one corporation-scoped record, not in a PDF from three years ago, a spreadsheet someone rebuilt last month, and a statement that arrived yesterday. CondoHQ keeps study intelligence, live bank balances and transactions, and board-ready forecasts in one place so directors can trace every number back to source.
You've sat through the meeting where someone opens the reserve study, someone else pulls up the reserve fund balance, and nobody can explain why they diverged. The work isn't hard because the board lacks judgment. It's hard because study facts, policy decisions, and bank reality lived in different places.
Upload and reconcile reserve studies, activate board-adopted funding plans, and connect reserve savings, GICs, or investment accounts with read-only bank feeds. Managers attest authority before sign-in. Once connected, balances and transactions update automatically in reconciliation and provisional views that sit beside the study, not replace it. When evidence changes, the system shows what was adopted, what's recalculating, and what's historical.
Built for you
What changes when everyone shares one system
When the study and the statement disagree
Directors compare last year's engineer report to yesterday's reserve fund balance and the gap becomes the whole meeting. Connect reserve accounts once and live balances and transactions stay current automatically. Reconcile against the same corporation record your team maintains and show the board what changed and why.
When the board wants evidence, not a slide deck
Published reserve forecasts and board-ready reports come from versioned inputs, not a one-off spreadsheet built at midnight. When bank evidence or actuals change, directors see what was current, what's recalculating, and what's historical so nobody's surprised by silent number shifts.
When capital planning ties back to the fund
Major projects and reserve components stay linked to the corporation's reserve record so recommendations, commitments, and funding scenarios trace back to the same record, not a side spreadsheet that only one person understands.
When linking a bank account needs a paper trail
Financial connectivity is sensitive. Managers attest they have authority to connect on behalf of the corporation before sign-in, and CondoHQ records the exact consent language, legal version, and device context in an immutable audit log your board can review later.
When a new study lands
A fresh engineer report shouldn't mean rebuilding every number by hand. Upload the study, reconcile components and funding schedules against your corporation record, and show the board what changed from the version they adopted.
When numbers shift without warning
Silent changes destroy trust. Published reserve forecasts show what the board adopted, what's recalculating, and what's historical. Directors aren't surprised on page four the night before the vote.
Capabilities
Tools that match how you actually work
Study intelligence
Upload reserve studies, extract components and funding schedules, and reconcile study-derived facts against your corporation record. Keep what the engineer reported separate from what the board adopted as policy.
Adopted funding plans and published forecasts
Activate board-adopted plans, publish operational forecasts, and lock versions when directors approve. Every published number traces to versioned inputs, not a last-minute export.
Live bank balances
Connect reserve accounts with read-only bank feeds. Balances and transactions update automatically. Balance snapshots, transaction classification, reconciliation periods, and provisional nowcasts adjust the operational forecast with unreconciled bank activity, always labeled calculated vs adopted.
Board-ready reporting
Generate corporation-scoped board reports from the same record management uses day to day. Directors get numbers that trace to study, policy, and bank source, not three documents that only align if someone stayed up late.
Portfolio visibility for management companies
Multi-corporation operators get portfolio rollups and digest notifications when reserve posture changes across properties, so you spot drift before it becomes a board crisis.
Part of CondoHQ Finance
Reserve fund shares the same governed bank connectivity as operating accounts, arrears, and online payment reconciliation. One connect flow per account, many finance surfaces, each with its own audit trail and source precedence.