1.2 Setup & configuration

The one-time setup that tells HOAi how every future budget should look and behave. It comes in three buckets: the Vantaca data the agent reads, the Configuration Questionnaire (your decisions), and the Budget Setup UI settings (how the workbook is calculated and shaped).

In this section

• Configuration overview — the three buckets and how to open Budget Setup
• The Configuration Questionnaire — 8 settings + downloadable Word doc
• Budget Template: sheets, columns & workbook output
• Budget Setup UI settings — every setting and what it does
• Worked example: how one setting changes the budget

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↩ Return to Budgets — Start here.