Financials
The annual budget and the reserve picture in one page. Yearly tabs, category roll-ups, and a clear line-by-line read so the numbers don’t require a CPA to interpret.
On this page
Year tabs and the “current” year
Financial data is filed by year. Each year is a row in financial_years with a label and a is_current flag. The page opens to whichever year carries the current flag; if none is flagged, it falls back to the most recent year. A ?year=2026 query param deep-links a specific year.
How categories roll up
Budget categories have a type column. The page groups line items under their categories and totals them by type so the year tab can show the headline numbers (income total, expense total, the difference) on top of the line-by-line detail. Sort order on both categories and line items is admin-controlled, so the page reads the way the treasurer would write it.
Who can edit
Residents and board members can view financials. Only admins can edit them, and the editor lives at /admin/financials. From /financials, admins see a small “Edit financials →” link in the top-right that jumps them straight to the admin surface for the year currently in view.
Community-mode redirect
In community mode (a resident-organized deployment without official board sign-off), the financials page is hidden entirely: it redirects to the dashboard. The reasoning is the same as the community-mode disclaimer elsewhere. We don’t want unofficial finance numbers passing as authoritative.
The transcription disclaimer
A small info banner runs at the top of the page: numbers are transcribed from the board’s official PDFs and may carry rounding or transcription differences. For an audit-grade source of truth, residents should refer to the original financial statements (typically posted in the Documents library under Financial Reports).