Free HOA Templates & Spreadsheets: The Board Starter Pack
Updated July 3, 2026
Eleven working files for volunteer boards — money, meetings, decisions, and transitions — free and ungated. No email address, no “lite version,” no watermarks. Files work in Excel, LibreOffice, and Google Sheets/Docs. A simple color rule applies in every spreadsheet: blue text = cells you edit, black = formulas, green = values pulled from another tab.
Download the complete pack (.zip, 11 files + README)
Before you use any file: everything here is educational, all sample data is fictional, and every template must be adapted to your governing documents and state law. Read the pack disclaimer and our site disclaimer. Retention periods, meeting procedures, and timelines shown in templates describe common practice, not legal requirements.
Money
HOA Dues Tracker (Excel)
Per-unit dues ledger with automatic balances, late flags, and aging buckets. The receivables side of a small association, solved. Direct download or read the guide first.
Annual Budget Workbook (Excel)
Builds the budget and back-calculates the monthly dues per unit it implies, with variance tracking and a 12-month cash-flow view. Direct download.
Meetings
Board Meeting Agenda Template (Word)
One-page fill-in agenda with a timing column — call to order through open forum and adjournment. Direct download.
Meeting Minutes Template (Word)
Matching minutes with attendance/quorum block, motion–vote–outcome table, and action items. Record decisions, not discussion. Direct download.
Decisions
Vendor Comparison Worksheet (Excel)
Compare up to four bids with weighted scoring: price, scope, insurance/licensing, references, responsiveness, terms. Download.
Software Selection Scorecard (Excel)
Weight what matters to your association and score up to five products after demos. Pairs with our software comparison. Download.
Transitions & organization
New Board Member Checklist (Word)
A 30/60/90-day onboarding path — the printable companion to Start Here. Download.
Treasurer Transition Checklist (Word)
Bank signers, records, software credentials, and a basic controls review — with a sign-off block. Download.
Records Inventory Template (Excel)
One place to list every association record, where it lives, who keeps it, and typical retention practice (verify against your state law). Download.
Annual Board Operations Calendar (Excel)
Month-by-month grid of recurring board tasks: budget season, insurance renewal, annual meeting, tax filing, inspections. Download.
Tools that pair with these templates
- Reserve Contribution Calculator — a component-level educational estimate that feeds the budget workbook’s reserve line.
- The Complete Guide — the operating manual these templates implement.
- The software comparison — for when the spreadsheets stop being enough.
Want the whole set at once? Download the Board Starter Pack (.zip) — it includes a START HERE readme with a 15-minute quick-start.