Monitor fund health, manage your balance sheet, track expenses, and plan for long-term capital works.
Get a quick snapshot of your building’s overall financial position with key metrics, fund health, and trend indicators. Total funds, admin fund, capital works, and levy collection — all in one view with percentage changes so your committee knows exactly where things stand.
Monitor admin fund expenses, reserve adequacy, and spending patterns. View breakdowns by category — insurance, repairs, cleaning, utilities — and track year-over-year trends. No more waiting for the strata manager’s quarterly summary to understand your building’s spending.
Track capital works fund performance, project budgets, and long-term fund projections. See how much has been spent against each project budget — roof, painting, lifts, HVAC — and plan for major building works with confidence.
The primary way to enter your financial data. Track completeness across all fields and maintain a full audit trail of changes. Opening balances, levies collected, insurance, repairs, management fees, and closing balances — all verified with status indicators.
| Field | Value | Status |
|---|---|---|
| Opening Balance | $132,450 | |
| Levies Collected | $68,200 | |
| Insurance | $12,800 | |
| Repairs & Maint. | $8,450 | |
| Management Fees | — | |
| Closing Balance | $142,300 |
View, filter, and verify every financial transaction. Search across both admin and capital works funds with detailed breakdowns. Each transaction shows the description, category, and amount — colour-coded so patterns are visible at a glance.
| Description | Category | Amount |
|---|---|---|
| Strata Insurance | Insurance | $12,800 |
| Lift servicing | Repairs | $3,200 |
| Garden maintenance | Gardening | $1,850 |
| Common area clean | Cleaning | $2,400 |
| Fire safety check | Fire Safety | $950 |
Interactive treemaps, expense dot charts, and money flow visualisations. Drill into your building’s finances and spot trends that spreadsheets hide. See exactly how your levies are being allocated across insurance, repairs, utilities, management, and everything else.
Map out capital works on a Gantt timeline. Plan roof replacements, lift upgrades, plumbing works, and major projects with cost projections across a full ten-year horizon. Your committee can see what’s coming and fund for it properly.
Stop relying on quarterly reports from your strata manager. See your building’s financial position in real time.