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Knowledge Base

Organization Settings Social Media Public Page (About Sender) Member Directory Companion App

Managing Contact Lists Viewing and Editing Contacts Adding Contacts Manually Importing Contacts from CSV Creating Sign-Up Forms

Writing a Message Proactive Coach Using Templates Adding Images Understanding the Message Summary Pasting from Other Apps Previewing Your Message Adding Tables

Creating an RSVP event Understanding the Event Summary Understanding the Open Event Summary Guest Check-in Seating Arrangements

Sending Your Message Sending From Your Own Domain Setting Your Reply Address

OrgPlanner

Getting Started with Form Builder Building and Editing Forms Working with Smart Presets Managing Form Responses

Getting Started with Email Forwarding Adding and Verifying Your Domain Creating and Managing Email Forwarders Replying As Your Forwarded Email Address in Gmail

Team Members

Activity Dashboard Usage & Limits Usage History

Workflow Automation Overview Bahá'í Feast Announcement Workflow

Getting Started with ARC Requests Reviewing and Deciding on a Request

What Is a Unit? Adding Your Units Assigning Contacts to Units The Primary Contact Star Importing Contacts with Units and Addresses

How an Election Works Election Basics Who Receives the Ballot Email Quorum Settings Positions and Candidates Who Receives a Ballot Launching and Sending Ballots Reusing an Election

Reading the Results When Quorum Is Not Met Announcing Results to Members Exporting and Record Keeping

Getting Started with Violations Logging a Violation Managing a Violation Case Violation Categories Governing Documents & Rules Fine Schedules Notice Templates

Dues & Payments Overview Charge Batches Unit Ledger Creating a Special Assessment Per-Unit Dues Overrides Recording an Offline Payment Dues Schedule & Late Fees When a Homeowner Says They Already Paid Autopay for Regular Dues Exporting Dues Data Payment Disputes and Restricted Units

HOA Dues & Payments

Exporting Dues Data

Click the download icon in the top right of the Collected vs. Outstanding card on your Dues dashboard to export your data as a CSV file — for your own records, or to bring into a spreadsheet or accounting software.

What to export

Transactions — every payment received in the date range you choose, including the method, gross amount, processing fees, and net amount to your HOA.
Income Summary — a month-by-month breakdown of collected, assessed, and outstanding totals.
Delinquency — every unit currently owing a balance, with how overdue they are. This one always reflects right now, so no date range is needed.

Using the file elsewhere

The exported file is a standard CSV with clearly labeled columns — it opens directly in Excel or Google Sheets, and can be imported into QuickBooks, Xero, or any other accounting software that accepts CSV files.

Last updated: September 7, 2026