Last updated
Free tools · no signup
Free tools for HOA treasurers
Three free tools for the paperwork a volunteer treasurer does again and again: the report to the board, the chart of accounts the books are built on, and a statement for a homeowner. Each one runs in your browser and hands you a finished file.
- No account needed
- Runs in your browser
- Nothing is uploaded
The tools
Pick the paperwork you’re doing today
- Make a treasurer report
HOA treasurer report template
Before each board meeting, the treasurer reports where the money is. Enter the month’s figures — cash in each account, income and spending against the budget, what homeowners owe and what happened in the reserve — and download a board-ready PDF. Prefer paper? There’s a blank version to print and fill in by hand.
Where it fits: HOA accounting software — the budget-vs-actual and reserve reports.
- Build a chart of accounts
HOA chart of accounts
The chart of accounts is the list every dollar is recorded in, and every report is a total of it. Answer a few questions about your association — reserve fund, special assessments, fines, amenities — and get a numbered chart set up for operating and reserve funds. It’s the same default chart KeepHOA starts every association with.
Where it fits: HOA accounting software — fund accounting built on this chart.
- Make a homeowner statement
HOA statement template
When an owner asks what they owe, or an account falls behind, send a statement: the opening balance, every charge and payment in date order with a running balance, and what’s due. Enter one homeowner’s charges and payments and download the statement as a PDF.
Where it fits: HOA bookkeeping software — recording dues and payments for every home.
Free tools and your books
Useful on their own, easier with the books behind them
The tools are free whether or not you ever use KeepHOA, and they work with whatever you keep the books in today — a spreadsheet, general accounting software or a paper ledger.
They start from the same place as the app: the chart of accounts is KeepHOA’s own default chart, and the treasurer report is the report KeepHOA’s board packet builds from the books. If you find yourself filling them in every month, HOA accounting software keeps the funds, each home’s balance and these reports in one place, and HOA bookkeeping software covers recording the dues, payments and bank file they’re built from.
Are these HOA tools really free?
Yes. There’s no account, no signup and no trial to run out. Use them as often as you like, for any association.
Is anything I type sent to KeepHOA?
No. Each tool runs in your browser and makes its file on your computer. Nothing you enter is uploaded, stored or sent anywhere, and the pages load no trackers.
Do I need KeepHOA to use them?
No. The tools work on their own, whatever you keep your books in. If you do use KeepHOA, the app makes the same reports and statements straight from the books.
Which formats can I download?
The chart of accounts downloads as CSV, Excel or PDF. The treasurer report and the homeowner statement download as PDFs, and the treasurer report also comes as a blank PDF to fill in by hand.
Keep all of this in your HOA’s books
KeepHOA makes the treasurer report, statements for every home and the chart of accounts from one set of books. Try it free for 30 days, then $149 once.