1.2.1 Configuration overview

Configuration is the one-time setup that tells HOAi how every future budget should look and behave. Think of it as three buckets:

1. Vantaca-side prerequisites — the source data the agent reads (GL setup, history, contracts, reserve study, fund structure). See Where the data comes from.
2. The Configuration Questionnaire — the few company decisions the agent can't infer. See The Configuration Questionnaire.
3. Budget Setup UI settings — how the output workbook is calculated and shaped. See Budget Setup UI settings and Budget Template.

Buckets 2 and 3 are both done from the Budget Setup screen in HOAi. Once they're in place, every association draft uses them automatically — community-specific tweaks can happen when that community's first draft is ready.

ℹ️ Don't see Budget Setup? The Budget Setup tab appears in your Company page only when the Draft Budget workflow is active for your company and your user has the Admin role in HOAi. If it's missing, reach out to your HOAi contact.

Opening Budget Setup

1. Log into HOAi and click your name in the top-right corner.
2. Select Company from the dropdown.

   

3. Click Budget Setup. (You'll see this only if your user has the Admin role in HOAi — if not, reach out to your HOAi contact.)
4. Click Edit. If a configuration sheet is already uploaded, click Replace to swap in a new one.
5. Adjust the Budget Template settings on the right, then pick any association from the preview dropdown to see a sample render in real time.
6. Set the Action Item Type and Step a test run should target (e.g., Budget Delivery → Draft Budget) — required before you can run a test budget.

The preview + Run Budget combo is your sandbox — confirm the structure matches your team's expectations before kicking off real runs. To run one, see Running a budget.

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↩ Part of Setup & configuration · Budgets — Start here