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HOA Monthly Financial Review Checklist

A practical monthly process for reviewing financial reports, verifying important information, documenting questions, and following up on unresolved items.

Get Your Free Monthly Review Checklist

Download the printable checklist to use during your board's monthly financial review.

What the Checklist Helps Your Board Do

Use this checklist to help your board:

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  • Review financial reports and understand the association's financial position.

  • Verify bank balances using bank statements and reconciliations.

  • Review income, expenses, unpaid bills, and amounts owed to the association.

  • Monitor reserve fund activity and significant financial changes.

  • Identify unusual activity, unanswered questions, and potential warning signs.

  • Document the board's review and follow up on unresolved items.

Need More Guidance?

For more detailed guidance, the Monthly Financial Review Guide walks your board through the checklist step by step. The guide is included with a Board Briefings subscription, along with monthly financial oversight education.

Explore Board Briefings →

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