HOA Finance Dashboard
HOA Finance Dashboard with a Public Budget Summary. Track dues, delinquency, budget lines and the reserve fund for your HOA. Residents read a public summary. Free to clone.
HOA Finance Dashboard is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger Lou. Its automations include Weekly new resident questions email, Missed payment reminder draft and Monthly late and over-budget email.
by @john
What you can do with HOA Finance Dashboard
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How HOA Finance Dashboard works
- Weekly new resident questions email: when Every Monday at 9 AM, then Find new resident questions and Join questions into text.
- Missed payment reminder draft: when a payment is set to Missed, then Ask Ledger Lou to draft a reminder and Comment the draft reminder.
- Monthly late and over-budget email: when Every month on the 1st at 8 AM, then Find homes 30 days late and Join late homes into text.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Ledger Lou
- Automations: Weekly new resident questions email, Missed payment reminder draft, Monthly late and over-budget email
- Workspace: 6 projects, 1 AI agent, 3 automations