Capital Plan

Budgeting for a condo association, strata, rental property, or your own retirement? Capital Plan offers essential insight to build a capital asset savings plan. In each instance you face many of the same questions:

How much is enough? How much needs to be added to a savings account every year to replace or maintain aging assets over the long haul? Capital Plan makes it easy to answer these question by exploring funding alternatives.

The Reserve Study process legally mandated in many places for associations that are responsible for managing collective assets is a great starting point, but visualizing that information and make it easy to explore "what if" scenarios makes it immediately accessible for newcomers to capital finance. Capital Plan addresses five major areas:

* The initial Expenses list is where you create and review assets or tasks, their schedule for replacement or completion, and their estimated cost. Quickly sort, search, and categorize your expenses.
* Schedule visualizes the expenses in each of the budgeted years, graphically illustrating the cost for each established expense category as well as their total cost for the year.
* Cash Flow provides a tabular look at each budgeted year below a graph that visualizes a key data point over time: percent funded. This view is perfect for experimenting with different funding levels.
* Funding illustrates what annual funding is required, not to cover the expenses of a specific year, but for the long haul. The total suggested amount is displayed and broken down by category.
* Assumptions configure the budget period, effective rates, and other pertinent information specific to your particular budget.
* Comprehensive reports can translate the interactive experience to the printed page or PDF.

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