Help center / Optional features

Budget and expenses

Record what you spend, set a yearly budget and see budget against actual.

Switch on Budget and expenses in Settings, Group.

• Money in and out: record each expense with its date, who was paid, the category and, if you like, a photo or PDF of the receipt. Record other income the same way. Dues come in from the ledger by themselves.
• Categories: start from the suggested list and rename as you wish.
• Budget: enter a yearly amount per category.
• Budget vs actual: see each line against what was spent, for your fiscal year.
• Year-end report: a PDF for the annual meeting, and a CSV for your accountant.

This is a simple set of books for a small group. It is not a general ledger, it does not connect to your bank, and it does not prepare tax forms.

Related

• Requests and violations (HOAs)
• Join page, renewals and member cards (clubs)
• Events, polls, meetings and the directory

Still stuck? Write to support@duesdesk.app.