HOA Database Software Application

Started by JerryH8 • 14 replies • 2172 views

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JerryH8 (Florida)
Posts: 5

Posted:

I have been asked to research and recommend a database HOA software application. I would like to find software that uses "cloud" computing as storage device so all board members can access. Can anyone recommend a solution.

I will also take any information on any HOA software.

Thank You

Jerry

JohnB26 (South Carolina)
Posts: 1,001

Posted:

we use quick-books as our data base

it has multiple 'user level permissions' set by the 'administrator' (the treasurer) and a bullet proof audit trail

EricH8 (Virginia)
Posts: 116

Posted:

JerryH8,
How do you like the user name the hoatalk forum software assigned you? I H8 mine.

KellyM3 (North Carolina)
Posts: 2,239

Posted:

You can do a lot things with Quickbooks and MS Office.

SteveM9 (Massachusetts)
Posts: 3,699

Posted:

Google is what we use. With google docs you can share word files, spreadsheets, powerpoints. Set permissions as to who can change and view them, etc. I've never used the database functions, but they have those too.

Sometimes its best to keep it simple stupid. (KISS)

Zoho and Office Live has similar functions online, but we use google products.

TrishaT (Ohio)
Posts: 6

Posted:

I found this site while searching for a software that our HOA could use to organize everything. Not only financials but the homeowners addresses with capability to make mailings to them etc. Of course other data would be great to have as well.

SteveM9 (Massachusetts)
Posts: 3,699

Posted:

Quote:

Posted By TrishaT on 11/10/2014 10:37 PM
I found this site while searching for a software that our HOA could use to organize everything. Not only financials but the homeowners addresses with capability to make mailings to them etc.

The trouble with fancy databases is what happens in 10, 20, 30 years from now? All those popular accounting packages from the 1980s? None of them are in business anymore, nor do they make computers to run that software.

Keep it simple with PDF, Excel, Word files.

When we do a mailing we simply use microsoft word and do a "mail merge" from a list of addresses in excel. We address everyone "current resident" so we dont have to keep updating the excel sheet. The addresses never change so its easy.

With MS word it prints the newsletter or notice and the address of the person just by pressing print on one 8.5 x 11 paper. We then fold that paper in thirds, tape it closed and put a stamp on it. Pretty simple.

TrishaT (Ohio)
Posts: 6

Posted:

Thanks I already started the Excel spreadsheet the other day. I told the others we could use it as a simple database. I used to work for a company with a few hundred drivers and I sent out compliance letters that way. It was a big company and yep that is how we took care of our truck maintenance as well. I worked in smaller companies that had expensive software and they were hard to manage. So thanks for you honest opinion and I will pass it along. Maybe add a, I told you so, in there.

DarleneN
Posts: 25

Posted:

I've got a beautiful Excel spreadsheet with multiple pages that feed the checkbook info right into the categories of the budget items. Makes it so simple for printing the final budget to be distributed. I've also got another spreadsheet for the monthly dues payments.

If anyone wants to see the books, the Excel sheets can be sent to the Google cloud or emailed with no rights to alter.

I agree with those who say keep it simple. And, all of the info interchanges with Word etc.

TimB4 (Tennessee)
Posts: 21,062

Posted:

Darlene,

If your willing to share, I'm willing to improve our system.

[email protected]

Thanks,

Tim

TrishaT (Ohio)
Posts: 6

Posted:

Thanks I would love to look over your spreadsheet

TrishaT (Ohio)
Posts: 6

Posted:

I don't know how to get in touch with you.

TimB4 (Tennessee)
Posts: 21,062

Posted:

Trisha,

Simply leave your e-mail address. If you don't want to utilize your normal e-mail, simply make a new e-mail account with one of the various providers out there (gmail, hotmail, yahoo, etc.).

TrishaT (Ohio)
Posts: 6

Posted:

Thanks Tim my email is [email protected]

AllisonD (Florida)
Posts: 449

Posted:

Quote:

Posted By DarleneN on 12/04/2014 8:25 AM

I've got a beautiful Excel spreadsheet with multiple pages that feed the checkbook info right into the categories of the budget items. Makes it so simple for printing the final budget to be distributed. I've also got another spreadsheet for the monthly dues payments.

If anyone wants to see the books, the Excel sheets can be sent to the Google cloud or emailed with no rights to alter.

I agree with those who say keep it simple. And, all of the info interchanges with Word etc.

Darlene can you please email a copy of your spreadsheet to [email protected]? Thanks a bunch!

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