Entering data - Associations, units, and association owners

  • How do I add an association?

    Whether you're just getting started with Buildium or you've taken new associations under management along the way, you need to add the associations you manage into the system. Click here to check o...
  • How do I add units to an association?

    Buildium considers units the habitable spaces within an association. Click here to learn more about how Buildium organizes your information There are two ways to add units to an association. You ca...
  • How do I edit an association?

    There are several different areas you can edit on associations you've added to Buildium. To edit an association: Navigate to Associations > Associations. Click on the association you want to e...
  • How do I edit an association unit?

    In Buildium, units are habitable spaces within associations. You can edit specific units instead of making an edit to an entire association. To edit an association unit: Navigate to Associations ...
  • How do I inactivate an association?

    If you need to keep financial history for an association but no longer have it under your management, you can inactivate the association in Buildium. The financial data remains unchanged when an an...
  • How do I reactivate an association?

    If you need to pull past financials or reports for an inactive association, you are able to reactivate it. Inactive associations do not count towards your unit plan in Buildium, so make sure you ha...
  • How do I delete an association?

    Associations can only be deleted from Buildium if there are no financial transactions attached to them. If an ownership account has been created with received payments, or if any checks or deposit...
  • How do I add an association owner?

    When a new owner buys a property in your association, you need to add them to Buildium. In Buildium, we call this adding an association owner and an ownership account. If they’re involved with runn...
  • How do I edit association owner information?

     You can update an association owner's information at any time. In this article, you'll learn: How to edit an association owner's information How to change association owner move in dates   1. Ho...
  • How do I move out or delete an association owner?

    The only way to move out an association owner in Buildium is to replace them with a new owner. To move out an association owner and replace them with a new owner: Navigate to Associations > Ow...