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HOA King
Product updates

What's New

A running log of the features and improvements we've shipped to help your board work smarter.

  1. Executive Dashboard Home

    v3.5.0

    July 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.
  2. Add HOA King to Your Home Screen

    v3.4.0

    July 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.
  3. PDF Financial Statements

    v3.3.0

    July 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.
  4. Reserve Scenario Planner & Fund Transfers

    v3.2.0

    July 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.
  5. Free trials & subscriptions

    v3.1.0

    July 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.
  6. Multi-tenant workspaces & team collaboration

    v3.0.0

    July 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.
  7. CSRF protection, disposable-email blocking & data hygiene

    v2.6.0

    July 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.
  8. Stronger passwords & deeper security layers

    v2.5.0

    July 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.
  9. Security hardening

    v2.4.0

    July 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.
  10. Reliable handling of large & scanned governing documents

    v2.3.0

    July 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.
  11. Reliability & polish across financials and account

    v2.2.0

    July 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.
  12. Session security & account controls

    v2.1.0

    July 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.
  13. Budget vs Actual variance tracker

    v2.0.0

    July 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.
  14. Living Reserve Model

    v1.9.0

    July 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.
  15. Shared community workspace

    v1.8.0

    July 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.
  16. Encrypted financial records & clearer diagnostics

    v1.7.0

    July 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.
  17. Forward-looking budget planning

    v1.6.0

    July 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.
  18. A living financial dashboard

    v1.5.0

    July 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.
  19. Stronger privacy & data controls

    v1.4.0

    July 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.
  20. Privacy, security & polish

    v1.3.0

    July 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.
  21. Smoother browsing & a new What’s New page

    v1.2.0

    July 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.
  22. Accounts, sign-in & saved history

    v1.1.0

    July 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.
  23. Welcome to HOA King

    v1.0.0

    July 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.