Setting up Homeowners Association annual fees

alpad
alpad Quicken Windows Subscription Member

Hello,

I would like your assistance in setting up the annual assessments due for 150 homes in our HOA community. I would like to be able to input the monthly amounts due for each family (hoping there is a way to set up for 1 homeowner and copy for the remaining 149).

I need to be able to track payments made by homeowner, as well as reporting on the homeowners who are late in making their payments, as well as tracking the late fees due.

I am using Quicken for Home and Business

Thanks in advance for your assistance.

Alpad

Answers

  • Scooterlam
    Scooterlam Quicken Windows Subscription SuperUser, Windows Beta Beta
    edited May 2023

    It seems like the Rental Property features in the HBR version can be used to do this work.

    • Registering HOA Homes (Tenant)
    • Tracking HOA Payments (Rent)
    • Tracking and Assessing Late Fees (Late Fees)
    • Reporting
    • Probably much more….

    .I wouldnt expect that Quicken will have a copy and paste feature for initial entry of "tenants". Perhaps I am wrong.

    Have a look at the online help for Rental Property

    https://help.quicken.com/display/WIN/Rental%2BProperty

  • alpad
    alpad Quicken Windows Subscription Member

    Thank you very much for your assistance. I will give it a try.

    Much appreciated.

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