Condo 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.
Why these templates matter
- •A clear budget builds owner trust and prevents surprise fee increases.
- •Documented arrears letters create a paper trail before legal escalation.
- •Permillage-based cost splitting matches most condo ownership structures.
Finance templates
Annual budget worksheet
CSV budget template with operating expenses, reserve contribution, and per-unit projection by permillage.
View & downloadFee arrears reminder letter
Polite but firm reminder letter for overdue condo fees, with payment plan and legal-notice escalation path.
View & downloadHow to use them
- Open the annual budget worksheet and enter total operating expenses and reserve contribution.
- Allocate costs by unit permillage to generate per-owner projections.
- Use the fee-arrears letter after the agreed grace period has passed.
FAQ
What is permillage in a condo budget?
Permillage is the share of common costs assigned to each unit. A unit with 25‰ pays 2.5% of the total budget.
How do I calculate the reserve contribution?
Use the reserve fund calculator on CoCollab to estimate how much to set aside each year for major repairs.
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