Track assessments, record payments, apply late fees, and manage balances.
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Assessment Types
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Payment Methods
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Audit Trail
HOA financial management is more than bookkeeping — it's a fiduciary responsibility. Mismanaged assessments, untracked late fees, and opaque balances erode homeowner trust and expose the board to liability. HOA Shield's Financial Management module provides a transparent, auditable system for assessments, payments, late fees, and balance management.
Track annual, quarterly, monthly, special, late fee, interest, attorney fee, and collection fee assessments with due dates and status.
Record payments by check, ACH, credit card, cash, or online. Track reference numbers, previous balance, and new balance.
Late fees are applied per the assessment schedule, reducing manual work and ensuring consistency.
When exceptions are needed, manual overrides are supported but require approval and reason documentation — protecting the board.
Every financial transaction is logged with timestamp and user. Exportable for audit defense and board reporting.
Set up annual, quarterly, or special assessments with amounts, due dates, and property assignments.
Log payments as they come in. Balances update in real-time with allocation tracking.
Overdue assessments automatically generate late fees per the board's configured schedule.
Dashboard shows overdue balances, collection status, and aging reports at a glance.
Export full transaction logs for board meetings, audits, or legal proceedings.
Join HOA boards who trust HOA Shield to keep their communities compliant and organized.