AppFolio Management Fee Calculator & Reconciliation Tool
Are you confident your property management fees are being calculated and charged correctly?
Simplify monthly fee calculations and year-to-date reconciliation with this interactive HTML calculator built specifically for AppFolio users.
Designed for property management companies, accountants, and bookkeeping firms, this reusable tool helps calculate fees, review charges, and identify potential discrepancies using reports exported from AppFolio.
★ WHAT IT DOES
✓ Monthly Fee Calculations: Calculate management fees and additional charges using flat rates or percentages.
✓ Custom Account Mapping: Select which accounts from your Chart of Accounts are included or excluded from each fee calculation.
✓ YTD Fee Reconciliation: Compare expected fees against actual charges to identify potential undercharges, overcharges, and discrepancies.
✓ Historical Fee Tracking: Save monthly calculations, review historical periods, and investigate rate changes.
✓ Property & Owner Reporting: View calculated fees by property or owner and export approved fee schedules to Excel.
✓ Reusable Setup: Save your configuration, property information, and fee rules for continued monthly use.
★ WHAT'S INCLUDED
- Interactive HTML calculator
- Built-in instructions and sample data
- Custom fee rules and account mapping
- Monthly fee calculator and YTD reconciliation
- Historical audit and reporting tools
- Excel export capabilities
★ HOW IT WORKS
Download the HTML file and open it in your web browser. Upload your AppFolio Chart of Accounts, Property Directory, and Income Statement reports.
Configure your fee rules, calculate your monthly fees, and reconcile historical charges.
One-time purchase. No subscription required.
Digital download only. Designed for supported AppFolio Excel reports. Not affiliated with or endorsed by AppFolio. Does not connect directly to AppFolio or automatically post charges. Review all calculations before posting financial transactions.
