Last updated
Free tool · no signup
HOA statement template
Make a homeowner account statement as a PDF: opening balance, every charge and payment with a running balance, the amount due and how to pay. Made in your browser — no names or amounts leave your computer.
- Free, no account
- Nothing uploaded
Make a homeowner statement
Dates as YYYY-MM-DD (your browser will offer a date picker). Amounts like 185.00.
What an HOA statement shows
A good statement lets a homeowner check the association’s arithmetic without calling the treasurer. It has:
- Who and what: the owner’s name and mailing address, the home it’s for, and the period covered.
- The opening balance: what was owed (or held as credit) on the first day of the period.
- Every charge and payment, in date order, with a running balance, so each line explains the next.
- The closing balance and the amount due, stated in words as well as numbers. If the owner has paid ahead, it says so.
- How to pay: the payee, the method, and anything to write on a check. A payment link can become a QR code.
Keep it neutral
A statement is a record, not a demand. Keep reminders, deadlines and consequences for a separate letter, and send the statement with it. Owners who can see exactly how a balance built up are far more likely to pay it — and less likely to dispute it.
Getting the running balance right
Start from the balance at the end of the previous statement, add each charge, subtract each payment, and let the last line equal the amount you’re asking for. This tool does that arithmetic for you in the order of the dates you enter. A credit (the owner paid more than was charged) shows as a credit, not as a negative amount due.
General information, not legal or tax advice. Collection steps, notice periods and fees are set by your governing documents and state law.
Questions
What should an HOA statement show?
Who and which home it’s for, the period it covers, the balance at the start, every charge and payment in date order with a running balance, the balance at the end, and plainly what is due and how to pay it.
How often should homeowners get a statement?
Many associations send one when an account falls behind, once a year with the annual assessment, or whenever an owner asks. Your governing documents or collection policy may set this.
What’s the difference between a statement and a late notice?
A statement is a neutral record of the account. A late or delinquency notice is a letter asking for payment and explaining what happens next. Send the statement with the letter so the owner can see how the amount was reached.
Is anything I type sent to KeepHOA?
No. The PDF is made in your browser. Names, addresses and amounts never leave your computer.
Can I make statements for every home at once?
Not with this free tool — it makes one at a time. In KeepHOA, statements for every home come from the books in one PDF (and each carries your payment link or QR code).
Keep this in your HOA’s books
In KeepHOA every home has its own ledger, so statements for all of them are one click — with your payment link and QR code. Free for 30 days, then $149 once.