1.6.2 What's not supported yet (and what's coming) – HOAi

HOAi Budgets is evolving quickly. Here's the current state of a few common asks.

Not currently available

Adding or removing columns on the budget sheet. You can still show, hide, and rename the built-in columns (Current Year Budget, YTD, Remaining, Projected, Proposed Budget, Variance (%), Budget vs Projected Net Change) in Budget Setup. For anything beyond that, email ask@hoai.com and the team will review it.
Per-unit assessment display and the Assessment Schedule sheet — the per-owner / per-unit assessment breakdown is in active development; leave the Assessment Schedule sheet off for now.
The Reserve Schedule sheet (a per-component funding schedule) — in development. Reserve transfer amounts still appear in the Operating Budget; the standalone schedule sheet isn't ready.
Side-by-side budget scenarios (comparing multiple % increases or reserve-funding levels in one workbook). For now, run one version, then run another with a different setting to compare.
Single-installment annual assessment billing. Assessment-income projection can be inaccurate for associations billed once per year. If that's your association, contact ask@hoai.com before relying on the draft.
One-click auto-import into Vantaca. Importing the approved budget is a manual Paste-Special-and-upload step — see Import the approved budget into Vantaca.

Frozen header rows in the on-screen preview — association name, title, date range, and column headers stay pinned as you scroll.
"Needs Attention" indicator in your chat history — flags which chats have a finished proposal waiting after a run.
A board-facing Summary / Overview sheet — a high-level prior-vs-proposed comparison boards can approve from at a glance.
Deeper reserve-study grounding — rendering the per-component reserve schedule from the study.

Live formula cells, exact cents, and clean rounding — the workbook recalculates and the on-screen numbers match the downloaded file.
Budget vs Projected Net Change column and Excel-formatted Variance %.
Workbook protection — locked formula and actual cells with editable proposed-year cells.
Primary (source-of-truth) sheet selector — choose which sheet holds the editable proposed numbers.
Add a new GL line during Modify — even a GL with no prior Vantaca history.
Multi-fund rendering — a separate budget per fund when an association has more than one.
Proceed attaches the workbook to the Vantaca action item automatically.
Download the Configuration Questionnaire as a Word doc directly from Budget Setup — see The Configuration Questionnaire.