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HOA Reserve Study

Getting Started with Reserve Study

The Reserve Study tool helps your board plan for large, infrequent expenses — a roof replacement, repaving the parking lot, replacing a pool — before they turn into a surprise special assessment.

No setup required

Like ARC, there is nothing to configure before you can use this tool. Click New Study to start.

Start with your state

Every study begins by selecting your association's state and type (HOA or Condominium). This cannot be changed once the study is created, because your state may have specific legal requirements — a required structural inspection, a mandated list of components, or a restriction on reducing reserve funding — and those requirements are tied to the state you selected. If your state has a requirement we know about, it appears automatically at the top of the study.

Building your component list

Add components from the built-in library (roofing, paving, pools, HVAC, and more) or add your own. Library components come with typical cost and useful-life defaults so you are not starting from a blank page — but always adjust them to match your association's actual bids and conditions where you have them. Some components are priced per square foot, per linear foot, or by another unit; when you add one of these, you will be asked for a quantity so the tool can calculate a real total instead of using the per-unit rate by itself.

Understanding your results

The Fund Status panel shows your percent funded — your current reserve balance compared to what your components would need if fully funded today — along with a Weak / Fair / Strong / Fully Funded rating. Click the question-mark icon next to the rating for a plain-language explanation of what it means.

The Funding Plan shows a recommended monthly, quarterly, or annual contribution based on your chosen funding method and goal, plus a 30-year projection chart comparing your reserve balance to what would be fully funded over time.

Saving your progress

Click Save Study at any time. You can save multiple studies for your association over the years, so you always have a record of how your reserves have changed.

This tool produces a planning estimate. It is not a substitute for a certified reserve study where one is legally required.

Last updated: September 22, 2026