Product updates
What's New
A running log of the features and improvements we've shipped to help your board work smarter.
Executive Dashboard Home
v3.5.0July 25, 2026
- New Dashboard is now your landing page after sign-in — an at-a-glance executive view of your community instead of jumping straight into documents.
- See your HOA identity front and center: community name, unit count, your role, and how many board members have access.
- Active users list shows everyone in your community along with when they last signed in.
- Red / yellow / green financial health signal tells you at a glance whether your financial records are current, getting stale, or missing.
- Guided next-steps checklist tracks your setup progress — from uploading governing documents to importing statements and inviting your board — with quick links to finish each step.
Add HOA King to Your Home Screen
v3.4.0July 24, 2026
- Install HOA King right to your phone or tablet home screen for a full-screen, app-like experience — no app store required. Just tap “Add to Home Screen” from your browser.
- Smoother sign-in on mobile: your device password manager and saved logins now fill in your email and password automatically.
- Polished the installed experience with the HOA King app icon, splash colors, and full-screen edge-to-edge display on modern phones.
PDF Financial Statements
v3.3.0July 24, 2026
- New Financial Statements module — upload P&L, balance sheet, treasurer report, or trial balance PDFs and let AI extract every line item automatically.
- Review extracted data in an organized table with revenue, expenses, and other categories. Edit any line item the AI got wrong before accepting.
- See at-a-glance totals for revenue, expenses, net income, assets, liabilities, and reserve balance pulled directly from your statements.
- Financial data is encrypted at rest for extra security.
- Access Financial Statements from the Financial Dashboard via the new link card.
Reserve Scenario Planner & Fund Transfers
v3.2.0July 24, 2026
- New Scenario Planner on the Living Reserve Model — adjust contribution amounts, annual increases, investment returns, and inflation rates with interactive sliders to see how different funding strategies affect your 30-year projection.
- Compare what-if scenarios side by side against your baseline projection on the chart, with a purple overlay line showing the scenario outcome.
- Save and name your favorite scenarios for quick recall. Load a saved scenario to pick up where you left off.
- New Fund Transfers section — record actual operating-to-reserve fund movements so your reserve balance reflects real funded amounts, not just the study's starting point.
- Reserve projection now automatically adjusts for recorded transfers, showing your true adjusted starting balance.
- Fixed a login issue where some users had to enter credentials twice before reaching the verification prompt.
Free trials & subscriptions
v3.1.0July 21, 2026
- Every new community now starts with a 30-day free trial — full access to all tools, no credit card required.
- Added a new Billing page where board owners and admins can subscribe, see how many trial days remain, and manage their plan.
- A friendly reminder now appears as your trial nears its end, so access never stops by surprise.
- Subscriptions are per community — one plan unlocks every tool for your whole board.
Multi-tenant workspaces & team collaboration
v3.0.0July 21, 2026
- Board members can now join your community via a shareable invite link — no manual setup needed.
- Owners and admins can manage team members: change roles, remove members, or transfer ownership.
- Members with a read-only role can view all community data without the ability to modify documents, budgets, or financial records.
- Users who belong to multiple communities can switch between them instantly from the Account page.
- Write operations (uploads, analysis, imports, budget editing) are now restricted to owners and admins for tighter data governance.
CSRF protection, disposable-email blocking & data hygiene
v2.6.0July 19, 2026
- Added CSRF (cross-site request forgery) protection on all state-changing actions — every API request now carries a verified token that prevents malicious third-party sites from acting on your behalf.
- Signups from disposable or temporary email services are now blocked to prevent abuse.
- Stale operational records (rate-limit counters, processing diagnostics) are now automatically cleaned up to keep the database lean and aligned with our data-retention commitments.
Stronger passwords & deeper security layers
v2.5.0July 19, 2026
- New accounts now require a stronger password — at least 10 characters with a mix of character types. Passwords that have appeared in known data breaches are automatically rejected.
- All user-submitted text (names, community names, privacy requests) is now sanitized before storage as an extra defense against code injection.
- Sessions for deleted accounts are now invalidated immediately, so a stale login can no longer access protected features.
Security hardening
v2.4.0July 19, 2026
- Accounts are now temporarily locked after repeated failed login or verification attempts, protecting against brute-force attacks.
- Rate limiting is now enforced on sign-up, document uploads, Q&A, and all analysis endpoints to prevent abuse.
- An unused legacy login endpoint has been removed, reducing the attack surface.
- Browser permissions are tightened — the app now explicitly disables access to payment, USB, and sensor APIs it does not use.
Reliable handling of large & scanned governing documents
v2.3.0July 19, 2026
- Uploading long or scanned documents — including county-recorded copies — is now fast and dependable. Your upload is accepted right away instead of appearing to freeze.
- A live progress bar shows exactly which page is being read and how much is left, so you always know it is working.
- Long documents are now read in full — no more silently cutting off later pages, so answers can draw on the entire document.
- The maximum file size has been increased so larger, higher-resolution scans go through.
- If you navigate away mid-upload, processing picks up right where it left off when you return.
Reliability & polish across financials and account
v2.2.0July 18, 2026
- Fixed how uploaded statements read large dollar amounts — figures like $21,000.00 are now imported in full instead of being cut off, so your totals and charts are accurate.
- The category filter on the Financials dashboard now updates everything at once — the summary cards, the spending-by-category chart, and the transaction list all reflect your selection.
- Re-uploading an overlapping statement no longer double-counts transactions that appear in more than one file.
- Exporting your data now shows a clear confirmation once the download starts.
- You can now edit your name and community details directly from your Account page.
- Confirmation prompts for permanent actions are now built into the app with a clearer, more accessible design.
Session security & account controls
v2.1.0July 18, 2026
- You are now automatically signed out after one hour of inactivity, with a friendly warning in the final minute so you can stay signed in.
- New Danger Zone on your Account page lets you permanently delete your account and personal data.
- Communities can now be deleted, but only with the concurrence of a second member — one owner or admin requests it and another member confirms before anything is removed.
Budget vs Actual variance tracker
v2.0.0July 18, 2026
- Create an annual operating budget with line items for each expense category.
- Optional monthly breakdown lets you distribute amounts unevenly across the fiscal year.
- Real-time variance report compares your budget against actual uploaded transactions.
- KPI cards show total budget, actual spend, variance amount, and variance percentage at a glance.
- Interactive chart plots monthly budgeted vs actual spending with cumulative trend lines.
- Category breakdown table flags each line as Under Budget, On Track, or Over Budget.
Living Reserve Model
v1.9.0July 18, 2026
- Reserve studies now persist as a living model — every component extracted from your study becomes an editable line item you can update as conditions change.
- A new 30-year reserve fund projection shows your expected balance, contributions, and scheduled replacements year-by-year, with color-coded funding health indicators.
- Click any year in the projection to see exactly which components are scheduled for replacement and how much they will cost.
- Compare two reserve studies side by side with the study-to-study diff report — see which components were added, removed, or changed between studies.
- Special assessment risk alerts warn you when the fund is projected to go negative.
Shared community workspace
v1.8.0July 18, 2026
- Set up your HOA as a community in HOA King — all documents, reserve studies, and financial data are now shared with your fellow board members.
- Invite other board members with a simple invite code from your Account page.
- Original uploaded files (PDFs and CSVs) are now stored securely in the cloud so you can re-download them anytime.
- Your community name appears in the header so you always know which board you are working in.
Encrypted financial records & clearer diagnostics
v1.7.0July 18, 2026
- Sensitive transaction descriptions and saved analysis details now receive an additional layer of authenticated encryption while stored.
- Reserve and financial processing requests now carry a reference that helps support trace timeouts and technical failures without recording uploaded content.
- Privacy-safe processing diagnostics are automatically removed after 30 days.
Forward-looking budget planning
v1.6.0July 18, 2026
- See a rolling 12-month income, expense, and net-balance projection built from your own saved financial history.
- Review projected monthly cash flow and annual spending needs by category to help prepare the next HOA budget.
- Forecasts use matching calendar-month history when available to better reflect seasonal spending patterns.
A living financial dashboard
v1.5.0July 18, 2026
- Your saved financial data now returns automatically when you revisit the dashboard or sign back in.
- Uploaded statements combine into one continuous financial picture while overlapping transactions are kept from being counted twice.
- Switch between this month, this quarter, year to date, the last 12 months, all time, or your own custom date range.
- Income, expenses, category charts, and transaction details update together for the period you choose.
Stronger privacy & data controls
v1.4.0July 18, 2026
- Clearer privacy disclosures that name the AI providers who help analyze your documents and explain exactly what is sent and what we store.
- You can now export a full copy of all your data, or permanently delete it, right from your Account page.
- Delete individual saved analyses, imports, and documents with one click from each tool.
- Added extra checks on uploaded files so only valid documents flow through the app.
- Every upload now shows a short reminder about how your document is processed, with tips to redact sensitive details first.
Privacy, security & polish
v1.3.0July 18, 2026
- Added a Privacy Policy and Terms of Service so you know exactly how your data is handled.
- New consent banner lets you control analytics and cookie preferences.
- Submit data requests (access, deletion, correction) right from the app.
- Multi-factor authentication (TOTP) adds an extra layer of account security.
- Sign in with Google for a faster, one-click login experience.
- Charts and visuals render more reliably across devices.
- Fresh app icon for a polished look when you bookmark or add HOA King to your home screen.
Smoother browsing & a new What’s New page
v1.2.0July 18, 2026
- Introduced this What’s New page so you can follow every improvement we ship.
- Added a handy “back to top” button that appears as you scroll down any page.
- Refreshed the header logo for a cleaner, crisper look.
Accounts, sign-in & saved history
v1.1.0July 18, 2026
- Create an account with email or Google to keep your work in one place.
- Your reserve studies and financial reviews are now saved so you can revisit them anytime.
- Tell us your community size at sign-up so we can match you to the right plan.
Welcome to HOA King
v1.0.0July 18, 2026
- Ask plain-English questions about your governing documents and get instant answers.
- Turn reserve studies into clear, board-ready funding insights.
- Organize and categorize your HOA’s finances in a few clicks.
- Sign in and try every tool instantly with built-in sample data — no file upload required.
