Budgets
- 1 Budgeting with HOAi — Start here
- 1.1 How HOAi drafts a budget — the principles
- 1.1.1 What HOAi automates — and the decisions you control
- 1.1.2 Where the data comes from
- 1.1.3 Projection methods & how the Projected column is built
- 1.2 Setup & configuration
- 1.2.1 Configuration overview
- 1.2.2 The Configuration Questionnaire
- 1.2.3 Budget Template: sheets, columns & workbook output
- 1.2.4 Budget Setup UI settings
- 1.2.5 Worked example: how one setting changes the budget
- 1.3 Running a budget
- 1.3.1 Run a budget with "Run Budget"
- 1.3.2 Scheduled vs. ad-hoc runs
- 1.4 Reviewing & modifying the draft
- 1.4.1 Reading the on-screen preview — the four sheets
- 1.4.2 Modifying the draft (chat or in the document)
- 1.5 Finalizing & importing to Vantaca
- 1.5.1 Proceed & board review
- 1.5.2 Import the approved budget into Vantaca
- 1.6 Troubleshooting & FAQ
- 1.6.1 Common issues & when to ask for help
- 1.6.2 What's not supported yet (and what's coming)