Your community’s financial future
starts here.
The DIY Reserve Study Kit gives self-managed HOA and condo boards everything needed to build, update, and maintain a professional reserve study without hiring a consultant.
Four steps to a complete reserve study
From initial setup to a finalized and approved report. Accessible by the entire board, allowing for easy collaboration.
Component List
Enter or upload your community’s reserve components, including useful life and cost data.
Funding Plans
Run Current, Threshold, and Full funding models. Run scenarios to evaluate funding risk versus adding special assessments.
Dashboard
Review reserve health, recommendations, and per-unit, per-month contribution views.
Reports
Produce professional reserve study reports and state-required disclosures.
See what your board will work with
The same tools professional reserve analysts rely on now available directly to your board.
Build your component list
The central dashboard gives your board a clear read on reserve health the moment you log in no spreadsheet formulas, no guesswork.
- Percent funded trend and projected reserve balance
- Recommended contribution path for the current year
- Near-term expenditure preview and reserve adequacy indicator
- Dashboard recommendations with per-unit, per-month contribution views
Run funding plans
Enter reserve components directly or upload from a spreadsheet. Every asset is tracked with useful life, remaining life, replacement cost, and next service year.
- Bulk import from an existing reserve study document
- One-click batch update of remaining life across all components
- Category grouping, component IDs, and cost factor adjustments
Review your dashboard
Run Current, Threshold, and Full funding models. Run scenarios to evaluate funding risk versus adding special assessments.
- Variable interest, inflation, and assessment inputs
- Loan and planned special assessment modeling
Reports
Produce professional reserve study reports and state-required disclosures.
- Full reserve study PDF with 30-year projections and funded component list
- Mandatory disclosure generation for state compliance
- Reusable report templates for faster future updates
Professional results. A fraction of the cost.
Everything a reserve study consultant provides built into software your board owns and controls.
Master Component Cost Database
Skip the guesswork. Pull from a curated database of reserve components roofs, pavement, pools, HVAC, elevators with regionally adjusted unit costs and useful-life ranges maintained by reserve professionals. Apply them to your community in one click instead of pricing every line item from scratch.
What-if scenario modeling
Run up to five funding scenarios to find the contribution path that avoids special assessments. Present a defensible plan to members backed by 30-year financial projections not gut instinct.
Board-ready exports
Export professional PDF reserve study reports and state-required disclosures your members can read and understand. Archive prior-year budgets to ensure continuity when board members transition.
Platform features for DIY / Board Member
Ready to take control of your reserves?
Join HOA boards using the FJ Strategic platform to run professional reserve studies in-house and stop overpaying for annual consultant updates.
