Here are some tips for collecting data:

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This document sets out all the condominium's income and expenses for a given period, usually one year. Its main objectives are:

set realistic financial goals;
accurately forecast expenses and income;
ensure the maintenance and conservation of heritage;
avoid the need for extra charges;
comply with the legal obligations of the condominium.
It is important to highlight that, in addition to the Civil Code , the Condominium Law (Law 4,591/64) also establishes guidelines for the financial management of condominiums, reinforcing the legal importance of budget planning .

Historical data collection
Getting down to business, the first step to solid planning is to analyze the condominium's financial history . This retrospective analysis is essential for several reasons:

identifies recurring expense patterns , allowing for more accurate forecasting;
reveals seasonal trends , such as increased water denmark telegram data consumption in summer or heating costs in winter;
highlights areas of potential savings or need for investment ;
provides a solid basis for justifying future budget decisions .
How to collect and organize information?

use specialized condominium management software, such as Group Condomínios , to centralize and analyze financial data and dashboards;
collect and analyze bank statements from the past 12-24 months for a comprehensive overview;
organize expenses by categories (maintenance, utilities, personnel, etc.) to facilitate comparative analysis;
Examine previous financial statements in detail for patterns or interesting information.
This way, it is possible to have a basis to start planning , in addition to helping to identify areas for improvement in the condominium's financial management.

Analysis of fixed and variable expenses
After the survey, understanding the nature of expenses is the next step towards efficient planning . This understanding allows for more accurate allocation of resources and more effective financial management.

Expenses can be identified in different types:

Fixed: recurring and predictable expenses, such as salaries, regular maintenance contracts and insurance. They form the basis of the budget.