Finance templates
Free download
Annual budget worksheet
CSV budget template with operating expenses, reserve contribution, and per-unit projection by permillage.
Download this template
Microsoft Word
.docx — opens in Word, Google Docs, Pages
CSV spreadsheet
.csv — opens in any editor or spreadsheet app
Free to use in your building — no signup, no watermark. Adapt to your local condominium law before circulating.
About finance templates
Finance templates help condo boards and managers plan the annual budget, track shared expenses, and follow up on overdue fees. Spreadsheets and letters stay consistent year over year and make audits easier.
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