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Join date: Jun 4, 2022

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Created by the same people that created LucidStudy, this app (which runs on your iPhone or iPad) is built on a single purpose: helping you organize your finances. The app features a table view that displays all categories of accounts, spending, and savings. These categories are linked to the Detail and Summary panes on the left of the table view. Also, you are able to associate items to totals of account, spending, savings, spending for a specific category, total spending and/or savings for the year, or just specific accounts, spending, or savings. With the app, you will be able to enter, edit, delete, and update account, spending, savings, and total amounts. Also, you can add categories of account and spending, assign items to totals, and perform searches. In addition to the table view, the app comes with a settings view that lets you decide whether you want the table view to be displayed by default on startup. Finally, you are able to generate reports to create, print, or export. Report creation The app will allow you to generate: • Annual Total Spending Report – It includes a series of subtotals grouped by account. You are able to customize the types of accounts included in the report. • Daily Spending Report – This type of report includes subtotals for accounts, spending, and savings. • Weekly Spending Report – This report has a single subtotal which shows you how much you spent for the week. • Monthly Spending Report – This report has a subtotal which shows you your total spending per month. • Spending for a specific category – You can customize the categories of account to display on the report. • Total spending/savings for a specific category – You can customize the categories of account to display on the report. • Yearly Total Spending Report – This report includes a subtotal which shows you how much you spent for the year. • Yearly Total Spending Report for a specific category – You can customize the categories of account to display on the report. • Yearly Total Spending/Savings Report – This report includes a subtotal which shows you how much you spent/saved for the year. • Yearly Totals by Account – This report groups totals by accounts and displays details about them. • Spending in a specific category – This report shows you how much you spent on certain categories. • Monthly Totals by Account – This report shows you how much you spent per a5204a7ec7


Lucid Reserve Study is an app designed to help you run a reserve study of a homeowner’s association. Its goal is to provide you with more than your usual budget manager. It will help you calculate your reserve’s yearly and monthly expenses, monitor fund balances, estimate reserve levels, and generate monthly budget summary. Lucid Reserve Study makes it easy to stay informed about your HOA’s funds. • View and export monthly budget summaries • Quickly access reserve fund updates • Generate report of last year’s reserve contribution by unit • Generate monthly budget summary for last year, as well as the current year • Quickly access reserve fund updates • View and export financial reports • Generate reports of last year’s fund contributions by unit • Find and search for HOA databases • Save accounting related data such as association database, expense item database, and so on • Monitor relationship between the budget funds and your association's debt Pro version features - Export individual files to Excel: Export the reserve fund detail report to an Excel file which can be subsequently used for HOA financial reports. - Export individual files to PDF: Export the reserve fund detail report to a file which can then be used for HOA financial reports. - Compare monthly dues using a unique graph: Compare monthly dues contribution by adding or removing units as well as updating loan and reserve fund details. Calculate monthly dues contribution for each reserve fund by comparing loan balances to a unique monthly dues graph. - Monthly dues by component: Compare monthly dues contribution by component. Find out what’s the contribution of each component in a given month. - Find, view and access your association’s board meeting minutes: Find out the date, the subject, as well as details about board meetings of the HOA. View and export association's board meeting minutes to an Excel file. - Monitor your association’s reserve funds: Calculate your association’s reserve funds by component, by year, and by month. Export your association’s reserve reports to Excel files for easy access and monitoring. - Edit and delete your HOA's accounts:Edit and delete any HOA's account in one of the company's databases. Thereby you can create individual accounts for multiple associations in order to see expenditures by account. - Quickly access your association’s financial reports: Quickly access HOA's revenue, OAA, HOA's


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