Skip to main content

Financials & Reporting

Keep track of your community's financial health with the Assessments & Payments dashboard.

Assessments Overview​

The Assessments page provides a comprehensive view of your community's financial activity:

Metrics Dashboard​

At a glance, see:

  • Total Collected: Sum of all payments received
  • Outstanding Balance: Total amounts still owed
  • Past Due Count: Number of overdue accounts
  • Scheduled Count: Upcoming charges
  • Autopay Coverage: Percentage of residents with autopay enabled

Ledger Entries​

View all financial transactions including:

  • Charges (assessments, fees, late fees)
  • Payments (card, bank transfer, manual)
  • Adjustments (credits, corrections)

Each entry shows the resident, amount, date, description, and payment status.

Recording Transactions​

Single Ledger Entry​

Record individual transactions:

  1. Go to Assessments in your board portal
  2. Click Record Entry
  3. Fill in the details:
    • Entry Type: Charge, Payment, or Adjustment
    • Amount: Dollar amount
    • Description: What the transaction is for
    • Date: When the transaction occurred
    • Resident: Which member account to apply to (optional)
  4. Click Save

Batch Charges​

Charge multiple residents at once—perfect for monthly assessments:

  1. Go to Assessments
  2. Click Batch Charge
  3. Select which residents to charge
  4. Enter the amount and description
  5. Set the due date
  6. Choose charge type:
    • One-time: Single charge
    • Recurring: Regular scheduled charge
  7. Click Create Charges

You'll see a confirmation with the number of charges created and total amount.

tip

Use batch charges for monthly HOA dues, special assessments, or any charge that applies to multiple residents.

Payouts (Transfers)​

Once your community bank account is connected, monitor deposits from resident payments in Payouts:

  • Summary totals (total received, platform fees, net received, pending)
  • Transfer history with statuses and estimated arrival dates

If you haven't connected a bank account yet, follow Connect Your Bank Account →.

If Stripe requests more information after you return, the status card explains whether you must finish verification, wait for Stripe review, or contact PorchQ. Do not create a second connected account.