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Finances

Your building manager controls what financial information you can access. Depending on your building’s settings, you may:

  • View transactions related to your unit
  • Download your account statement
  • See your current balance

Viewing Your Unit’s Transactions

If financial access is enabled, you can view transactions for your unit:

  1. Click on Units in the left navigation menu.
  2. Select your unit from the list.
  3. Go to the Transactions sub-menu.
The transactions of a unit as its co-owner sees them. The account statement includes balances, the amounts invoiced and paid

Statement

Your unit’s transactions appear as an account statement. It is the same document as the PDF statement.

The statement shows:

Owners and ProxiesThe owners of the unit, and the proxies if there are any
BalanceYour balance on the statement date, with a graph of how it changed
Opening Balance, Invoiced and PaidThe balance at the start of the fiscal year, the total invoiced to your unit’s account and the total you paid
TransactionsOne line per transaction, newest first. Each line shows the date, the description entered by your building manager, the amount invoiced, the amount paid and the balance after it.

Downloading Your Statement

You can download your statement as a PDF:

  1. Navigate to your unit’s transaction page.
  2. Click the Download the statement button.

Your statement includes:

  • All transactions for a specific period
  • Your current balance
  • Payment history

Setting Up Automatic Payments

Some buildings offer automatic payment options. Contact your building manager to learn if this option is available and how to set it up.