Organize the plan
Record assumptions and reserve components, including timing, expected costs, and recurring work.
Native reserve planning
Build a clearer reserve plan.
HOA Reserve Planning helps volunteer board members and community managers organize reserve components, explore funding scenarios, compare outcomes, and publish factual reports.
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Added when the product page is live
Designed for Mac, iPhone, and iPad. App Store availability is being prepared.
One plan, several useful views
From component inventory to a report the board can read.
The app keeps plan inputs, funding alternatives, forecasts, and published output together without requiring an online account or developer-operated service.
Explore funding scenarios
Build manual or generated contribution paths with percentage increases, step-ups, special contributions, and adjustments.
Forecast and compare
Review reserve balances, annual cash flow, funding adequacy, and the component work behind each year’s spending.
Publish a factual PDF
Export one selected scenario as a polished report with assumptions, components, funding details, charts, and annual forecasts.
Document based
Your plan remains a file you control.
Reserve plans are ordinary .hoaplan documents. Name, move, duplicate, share, and organize them with Finder on Mac or Files on iPhone and iPad.
- Store plans locally, in iCloud Drive, or with another file provider you choose.
- Duplicate a plan before exploring an independent alternative.
- Use the same document workflow across Mac, iPhone, and iPad.
- No HOA Reserve Planning account or developer-operated cloud storage is required.
Private by design
Your reserve information is processed on your device.
The app does not send reserve-plan information or usage data to the developer. Files leave the device only when you deliberately use iCloud Drive, another file provider, sharing, or export.
View the full privacy policyNo developer account system
No analytics or advertising
No tracking
No developer-operated backend
Important planning notice
HOA Reserve Planning is an estimation and planning tool. Its results depend on the information and assumptions entered and are not legal, engineering, accounting, investment, or other professional advice.