Financial Transparency

Connect your bank, categorize transactions, and share financial reports

Connecting Your Bank Account

Link your HOA's bank account through Plaid to automatically import transactions.

Posted 7 months ago

Categorizing Transactions

Organize your HOA's transactions into categories for accurate financial reporting.

Posted 7 months ago

Understanding Your Financial Reports

Nestingbird ships eight financial reports. Here's what each one answers, who tends to ask for it, and how to export or share it.

Posted 7 months ago

Managing Member Invoices & Dues

Create invoices, track payments, and manage assessment collection for your HOA.

Posted 7 months ago

Setting Up Autopilot Collections

Turn on automated invoicing, enable autopay for owners, track delinquent accounts, and let Nestingbird handle reminders — so you can stop chasing payments.

Posted 6 months ago

What Your Association Is Charged: Platform and Processing Fees

Two fees show up when you collect assessments online — Nestingbird's platform fee and Stripe's processing fee. Here's what each one is, what it costs, and where to find it on your bill.

Posted about 1 month ago

Importing Transactions and Members from CSV

Bring your bank history and your owner list into Nestingbird from a spreadsheet — what the columns need to be, and what happens when some rows don't import.

Posted about 1 month ago