Shop › HOA & Condo Board Toolkit
HOA & Condo Board Toolkit
This toolkit is now sold from CondoRiskFL, the Florida condominium site that maintains it. The download link below is the same Gumroad listing — existing buyers keep their access and their updates.
$24 USD · one-time
Get it on Gumroad →📄 Microsoft Excel (.xlsx) — works in Excel & Google Sheets · instant download
What’s inside
- Reserve-funding tracker aware of Florida HB 913 / SIRS rules
- Annual operating budget model with variance tracking
- Special-assessment calculator (per-unit allocation)
- Board-meeting minutes template pack
- Milestone-inspection & reserve-study reference notes
Look inside the workbook
Instructions
A how-to-use guide for every tab
Reserve Tracker
Number of units: · Aggregate funded ratio: · Unassigned reserve cash:
Budget Model
Line item · Prior-year actual · Budget · Actual / forecast · Variance ($) · Variance (%) · Notes
Assessment Calc
Hard construction cost ($):
Minutes & Agenda
Compliance Calendar
Requirement · Deadline / frequency · Statute / source (verify) · Typical owner · Your due date · Status · Completed · Notes
Who it’s for
Questions
- Is this legal or financial advice?
- No — it is a planning spreadsheet with general reference notes. Verify specifics with your association, a licensed reserve specialist, and a Florida attorney.
- Does it stay current with the law?
- It reflects Florida condo/HOA reserve and inspection rules as of 2026. Statutes change; always confirm against the current statute for your building.
More toolkits
CPA / EA Exam Study System Procurement Pack Freelancer Finance Pack Indian Wedding Budget Planner Meal-Prep System
Not buying today? Hear about the next toolkit.
New spreadsheets and planners go up here from time to time. Leave your address and we will email you when one does — that is the only thing it is used for.
EasyToolkit is operated by Sam Arora, sole proprietor. Purchases are fulfilled and refunded by Gumroad under its buyer-protection and refund policy. Questions? Email hello@lumenandink.com — Sam’s monitored mailbox. Privacy.