Balances & Budgets

Simplifying Financial Management with Zayuk Safe

Unit Count Requirement

• Finances are crucial for managing bank transactions and maintaining property management ledgers.

• Your board member or manager will need to bring in transactions from various accounts used by the association.

Creating Financial Connection

• Financial connections with banks are necessary. Connections are permitted only after subscribing to Zayuk Safe.

For American bank accounts your association can Connect their Accounts through Connect Account in the Association Details

Viewing Financial Data

Financial data is available on the finances tab.

• Check balances such as total cash available, current institutions, account types, and differences across accounts.

• Access transaction details like amount, description, and soon-to-be-added features like budgets and asset categorization for automated information flow.