ManagedWellRecurring charges billed separately from HOA assessment. These apply community-wide.
Month-by-month cash in and out for the last 12 months, walked to ending cash — and the place to plan what's coming.
Know about a one-time expense or payment coming up? Add it here. Recurring charges and everyday spending are handled separately.
Ongoing commitments — dues, vendors, utilities, insurance — that repeat on a schedule.
About Close Report
Your bank credentials are handled by Plaid and never stored by ManagedWell.
Let owners pay assessments online via card or ACH. Funds flow directly from owner → HOA's Stripe → HOA bank account. Owners cover the processing fee so the HOA always receives the full assessment.
No processor fees on either side. Owners send via their bank's Zelle or their Venmo app; the board confirms receipt when the deposit lands. Configure the handles you want to accept; leave blank to hide.
Always-categorize rules created from the review queue and P&L drill-down (the ⚙ button). Future imported transactions matching a rule's merchant and direction are categorized automatically.
You can disconnect at any time — that revokes our access and deletes the stored credentials.
Customize how your accounts are labeled and which ones appear in category menus. This is display only: renaming an account never changes your stored transactions, the underlying accounting, or reports' totals — only the label you see. Hiding an account removes it from the menus for new categorizations; any transaction already using it keeps it. Clear a label or un-hide to restore the original.
Pay your HOA assessment online. Online payment methods are set up by the board.
Ernie writes the briefing your board receives — a narrative read of the books with a proactive suggestion, grounded in the fact sheet that rides under it in the same email. What renders below is the exact email, built the same way the scheduled send builds it.
Ad-hoc analysis with Ernie (portal only — this is not the email)
Weekly: Action items, open maintenance, payment status, this week's priorities.
Reserve community amenities and view availability. Contact the board to add or modify amenity listings.
Reserve community amenities and view availability. Add or modify amenity listings below — these are visible to every owner immediately.
How review works — four steps
Review Guidelines
All exterior modifications require board approval. Review the CC&Rs and Architectural Guidelines in the Documents section before submitting.
Submit This Form
Complete the request below with all project details, materials, colors, and contractor info.
Board Review
The ARC reviews within the timeframe set by your community's governing documents. You'll receive written approval or denial by email.
Complete Within 6 Months
Approved modifications must match submitted specs and be completed within 6 months.
Your conversation history with Ernie, your ManagedWell AI assistant. Click any conversation to resume it.
This is the public-facing profile owners and prospective residents see when they visit your community URL.
Edit the copy + contact info shown on your public community page. Empty fields fall back to community defaults. Use the toggles below to hide entire sections.
These are what appears on the public page. Internal board email/phone (set in Community Settings) stay private.
Uncheck anything you don't want publicly visible. Owners always see everything once signed in to the portal — these toggles only affect the public-facing page.
Help us improve ManagedWell. Bug reports, feature ideas, and general feedback are all welcome and reviewed by our team.
ManagedWell is the AI-powered community management platform built for HOAs, property managers, and their owners.
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Extra line items the community bills every owner on top of their assessment — internet, parking, storage, amenity fees. These appear on every owner's invoice + dashboard automatically. Billed on your dues cadence.
When published, the community has a public-facing profile page anyone can visit (board members, announcements, documents, amenities).
These values appear as estimated lines in the P&L until you record actual transactions, and feed both the Annual Budget and the Balance Sheet. Set what you know — they update everywhere automatically.
Your accountant's balance sheet carries each fund as an equity account — the accumulated obligation, including money raised before these books begin. Enter it here and the P&L shows opening balance + this period's activity = closing balance for each fund, and compares it against the cash designated for that fund so the board can see whether the fund is funded. Leave a field blank if you don't know it: blank means not on file, which is not the same as $0.
Customize the sidebar colors to match your community branding.
Permanently delete this community. This wipes everything: units, owners, board roster, dues schedule, documents, transactions, announcements, bank connection, and the community record itself. There is no undo.
Update amounts when dues change. Enter the amount billed each period — it's stored as a monthly figure internally, so dashboards, AR, the P&L dues split, and Ernie stay consistent no matter how often you bill. Owners see the new amount the next time they refresh the page.
Toggle amenities on/off and configure reservation settings.
Every owner gets a unique random password, generated automatically when you add them or import a roster. We recommend each owner change it on first login.
ManagedWell does not support a shared community password. One password shared across a community means that when a single owner passes it on — or leaves — every owner's account is exposed, and there is no way to tell who actually signed in.
Control what all owners can see. Board members always see everything.
Nothing here emails anyone unless the board turns it on. Pick only the ones the board wants, so owners and board members aren't spammed.
Add community-specific facts that Ernie should know — rules, contacts, local info, vendor details. These supplement Ernie's training. One fact per entry — e.g. "Exterior paint is SW 7015 Repose Gray" or "Trash is collected Tuesday and Friday".