What left the account?
Available connected bank activity can show a reported amount, date, and transaction description. Access depends on the banking connection and the community’s permissions.
Bank activity visibility
Bylaw Ledger Basic
See what moved through the community’s connected bank account without changing how your board and manager work.
How Basic fits in
Keep the people you work with. Add a clearer record of bank activity.
Why visibility matters
A bank statement can answer one question clearly: did money move?
For many homeowners, HOA financial records arrive as summaries prepared by someone else. A summary may be useful, but a board member investigating a particular charge needs to know the date, amount, and payee reported by the bank. Basic is the visibility layer for that activity.
The bank entry is only one part of the story. It does not prove that the work was completed, that a quote was required, or that the right people approved the expense. Basic leaves those decisions and supporting documents in the community’s existing process.
Reading the record
What Basic can show, and what still needs an answer.
Why was it paid?
The bank item alone cannot establish the contract, invoice, work delivered, or board rationale. The people responsible still need to supply and review those records.
Who could see it?
Visibility follows the access the community sets. A resident’s permitted view may be different from the board’s or manager’s view.
What changes
Awareness, without a new approval workflow.
- Connected bank activity in one permissioned view
- A clearer starting point for questions about money in and out
- No new board voting or approval process inside Basic
The boundary
Basic cannot stop a payment.
Visibility can help people notice and question an item, but Basic does not initiate, approve, hold, or block a bank instruction. If your community needs configured checks before a supported instruction proceeds, explore Pro.
Questions boards ask
Basic in practice.
Does Basic replace HOA accounting software?
No. It adds visibility into available connected bank activity. The community keeps its current accounting, invoices, approvals, and reporting process.
Does Basic show the vote that authorized a payment?
No. Basic does not collect or display spending votes or approvals. The board uses its existing approval system and can ask for those records separately.
Can every homeowner see every transaction?
No blanket access is promised. The association’s permissions and the banking connection determine which activity is available to a person.