Budget once, copy next year
Build the property operating budget at the start of the year. Copy from the prior year when the shape has not changed.
Budgets & reports
Budget the year. Report without a second spreadsheet.
Set an operating budget, track CAM, taxes, and insurance against it, and export the reports owners and lenders ask for — rent roll, NOI, collections, expense vs budget.
What you get
The details that matter, not a generic checklist
Bill from the budget
Monthly CAM contributions can follow the budget so tenants are billed their share of CAM, taxes, and insurance before year-end reconciliation.
Actuals stay on the file
Expenses and pass-throughs you already enter feed the same reports. Attachments stay on the bill as backup.
Owner- and lender-ready
Rent roll, net operating income, income/expense, annual collections, expense vs budget, and CAM reconciliation — PDF or Excel.
How it runs
Three steps, then it stays in the file
- 01
Set the budget
Operating expenses, taxes, insurance. Copy last year if the building has not changed.
- 02
Collect through the year
Tenants pay estimated CAM with rent. Actuals land as you enter bills.
- 03
Report and reconcile
Run the pack for owners or lenders. CAM reconciliation uses the same numbers.
FAQ
Questions managers ask
What can I budget for?
Any operating expense — repairs, maintenance, real estate taxes, insurance. If the lease calls for reimbursement, tenants can be billed their share.
What if I have residential tenants?
A budget is still useful for you. If the lease does not call for reimbursement, you skip CAM charges for that tenant.
How hard is it to set up a budget?
You do it once. When the next year looks the same, copy from the prior year.
Which reports are included?
Income/expense, rent roll, tenant profile, budget vs expense, CAM reconciliation, and more — PDF or Excel. Every plan includes reports.
Keep going
Related features
Search everywhere
One shortcut finds any tenant, property, vendor or invoice — and takes you straight there.
Learn moreExpenses inbox and queue
Every invoice that arrives becomes visible work, and leaves only when somebody resolves it.
Learn moreUnitConnect AI: invoice reading
Reads the vendor, amount and dates off the invoice, and splits a batch scan into one item each.
Learn moreCAM reconciliation
Track CAM, taxes, and insurance against what you collected — then invoice the shortage or credit the overage.
Learn moreReady to run the next cycle in UnitConnect?
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