Generate an Owner Budget Allotment Report – ManageCasa

Overview

The Owner Budget Allotment Report in ManageCasa provides a clear breakdown of how shared expenses are divided among property owners within an association.

It ensures transparency by showing each owner’s contribution to specific accounts or projects based on predefined allotment criteria.

This report helps owners understand how their portion of shared costs is calculated, promoting fairness and accountability in budgeting.

How to Generate an Owner Budget Allotment Report

Open Reports Module - Navigate to the Reports section in ManageCasa.
Select Report Type - Click the Owner Budget Allotment Report icon.

Configure Filters
- Property Owner: Choose the owner whose data you want to view.
- Property Association: Select the association.
- Account: Pick the account(s) to include.
- Budget (required): Select the applicable budget period.
- Allotment: Choose the allotment rule used for cost division.

Run Report – After generating the report, you can Export & Share it using the available options. To learn more about generating and customizing reports, see Generate and Customize Reports.

Understanding the Report

Once generated, the report displays:

Section	Description
Apportionable Accounts	Shared costs divided among owners.
Non‑Apportionable Accounts	Expenses not shared.
Totals Section	Summarizes all apportionable and non‑apportionable costs, plus each owner’s total contribution.
Your Amount	Shows the owner’s share of each expense based on the selected allotment criteria.
Your new pre‑payment for 1 month(s) in US Dollar	Monthly amount the property owner needs to pay in advance based on the total costs and allotment calculations

Export & Share Options

After running the report, click Export & Share to open the Save Report window.

You can choose how to save or distribute the report:

Download the report – Save as PDF or Excel for offline use.
Save to ManageCasa Files – Store for future reference.
Send report by email – Share directly with owners or board members.
Send as ManageCasa message – Share internally within the platform.

Prerequisites

Before generating the Owner Budget Allotment Report:

Review How to Automate Cost Splitting with ManageCasa Allotments to set up allotments correctly.
Ensure a Budget is created for the affected accounts by visiting Create and Manage Budgets.

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!