Levies raised, arrears under control.

Budgets & Levies keeps the admin and capital-works funds, levy schedules and owner contributions in one register — so you always know what's been raised, what's been paid and what's in arrears.

Switch it on from the App Store and the scheme's money lives next to its buildings and lots. Levy schedules, fund balances and per-lot contributions are tracked against the property tree, so a committee can see the whole financial picture without a separate system.

Built on the shared toolkit, it gives you list, board and calendar views, custom fields, import/export and document attachments. Track contributions through a status board, watch levy due dates on a calendar, and let Theo surface who's fallen into arrears.

What Budgets & Levies does

• Levy schedules — Plan admin and capital-works levies per period, with amounts apportioned across lots.
• Admin & capital funds — Track both funds separately so committees can see operating spend apart from long-term works.
• Owner contributions — Per-lot contributions kept against the lot in the property tree — paid, due or in arrears.
• Arrears tracking — Overdue contributions flag themselves so follow-up happens before the gap grows.
• Due-date calendar — Levy and instalment due dates on a calendar so the schedule is never a surprise.
• Import & export — Load an existing levy roll from a spreadsheet, and export contribution status for the committee.

Frequently asked questions

Does this handle the actual money movement?

It's an operational register for budgets, levy schedules and contribution status — it tracks what's raised, paid and in arrears. Banking and trust accounting stay with your finance tools; export any view for them.

Can contributions sit against individual lots?

Yes. Because the register links to the property tree, each contribution is kept against its lot, so per-lot arrears are always clear.

How are the two funds kept separate?

Admin and capital-works are tracked as distinct funds so committees can see operating spend apart from long-term works at any time.

Can the committee see arrears without editing anything?

Yes — committees can be given read-only oversight of funds and arrears while managers do the data entry.

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