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How do I provide association financial reports to homeowners?

HOA Boardmember Association Communication Guide      Association Financials      How do I provide association financial reports to homeowners?
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Account Registration
How can I help a homeowner that is having trouble registering for or using the app?
What do I do if I see a homeowner who sold their home still listed as the homeowner?
What if an owner lost their postcard or accidentally threw it away?
What if a resident/Owner is not receiving email notifications for the community?
Why do residents need to register/sign-up for an account via the app?
App Interaction
How do I read and reply to messages in the Message Center?
Can I send a single direct message to a homeowner in their app?
Can I send a mass message or e-blast to the entire community?
Where are the board meeting minutes?
Where can a resident find the deed restrictions?
Association Financials
How do I provide association financial reports to homeowners?
What if a homeowner asks what their assessments are used for?
Where can a homeowner find a copy of the HOA's budget?
Getting Started
How To Embed a Video Into a Post
What documentation do I need to get from a vendor in order to hire them?
Why can't a resident have direct access to our Jellybird Community Coordinator?
Homeowner Billing
What if a homeowner accidently paid their assessments more than once?
What is a capitalization fee?
What is delinquent interest?
How much is a late payment?
What is a transfer fee?
Improvement Requests
Which owner has the responsibility to repair the fence?
What if an owner needs to perform maintenance repairs on their home?
What if an owner wants to appeal an ACC Committee's denial?
How can an owner find the Deed Restrictions?
An owner needs to paint their home or fence, do they need to fill out an ACC Request?
Property Code
Property Notices
How do I answer questions about a Property Notice
Property Notice Questions

How do I provide association financial reports to homeowners?

JellyBird publishes a limited financial packet automatically to the mobile app each month for the homeowners.  It includes the balance sheet, income statement, and income statement summary.  Homeowners can review this information each month by choosing Documents and Financial Reports from the side bar menu, found by tapping the three horizontal lines (hamburger menu) in the top left corner of the mobile app.  

Last updated byDave Wilkinson on February 8, 2022
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