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Guidelines
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0Goal is to balance expenses with revenues, but also to maintain a bank reserve of about 70-80% of a yearly budget.
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1Update Expenses Worksheet (column C)
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2, option aUpdate Revenue Draft with number of lots, lot status (occupied, unoccupied) for full year or estimated number of quarters that new property will begin paying dues
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2, option bModify numbers in Expenses Worksheet if, for example, dues will not be changed.
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3Update notes in "Edits and Changes" page so we can track what changes have been made and when
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Color Code
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OK to enter numbers in these cells. Use caution when changing other cells since cells are not protected.
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OK to change these cells, but use caution: these cells might be calculated using other cells and the calculation could be lost. However, OK to overwrite if justified. Add notes to the cells explaining changes made.
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These cells are highlighted if something needs to be resolved. See notes added to cell. Add notes if useful. When questions are resolved remove the yellow highlight.
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