The proposal opens in an interactive table right inside the HOAi chat. As you look it over, ask yourself: does the structure match how your team works? Are the right tabs there? Would you show this to a board as a first draft?
The four sheets
Use the tabs along the top to move between the four sheets:
- Operating Budget — the operating fund, line by line, with the agent's reasoning in the Notes column
- Reserve Budget — the reserve fund. When an association has more than one fund, the agent renders a budget per fund.
- Proposed Year Monthly — the proposed budget broken out by month
- Current Year Monthly — the current year broken out by month, for comparison
Reading the numbers
YTD Actual shows what's been spent so far this year. Projected is the estimated full-year current-year total. The Variance (%) and Budget vs Projected Net Change columns show how the proposed budget compares to that projected total — use them to sanity-check any line that moved a lot.
The workbook uses live formula cells and exact cents, so subtotals and totals add up and recalculate when you edit — the numbers you see on screen are the numbers in the downloaded Excel file.
A quick reserve check: the operating fund's transfer to reserves should match the reserve fund's transfer from operating. If the Notes flag a mismatch, pick the correct value and ask the agent to sync it (see Modifying the draft).
Every line is explained
Every line item in the Operating Budget has a Notes column explaining the agent's reasoning — the contract reference, historical trend, or assumption it applied. No black box. If a line's reasoning isn't clear, ask the agent in chat: "What method did you use to project this line?"
(Frozen header rows that keep the association name, title, date range, and column headers pinned as you scroll are not currently available — see What's not supported yet.)
When something needs changing, see Modifying the draft.
↩ Part of Reviewing & modifying the draft · Budgets — Start here
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