Generating financial reports
Produce clean income, expense, and budget reports for meetings and homeowners.
Clear financial reporting builds homeowner trust and keeps your board accountable. Stewardly turns your categorized transactions and dues records into reports you can present at meetings or share with residents — without a spreadsheet in sight.
Generate a report
- 1Open Reports (or Finances) from the dashboard sidebar.
- 2Choose the report type and the date range — for example, this quarter or the fiscal year to date.
- 3Review the income, expenses, and budget-vs-actual breakdown.
- 4Export or share it for your meeting packet.
What’s in a report
Reports summarize dues collected, expenses by category, and how actual spending compares to your budget. Because they’re generated from live data, they always reflect the latest payments and categorizations.
Tip · Generate a fresh financials report right before each board meeting and attach it to the agenda so everyone reviews the same numbers.
More in Financials
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