A walk through the app

What a treasurer actually does, screen by screen

Eight screens, in the order you would use them — from the month grid to the statement you table at the meeting. Every picture below is the real app, not a drawing of it.

1

Start with every house, every month

Green is settled, amber part paid, red outstanding, grey not yet due. House 10 is paid ahead; house 102 has missed since June. One screen holds 115 houses and the whole year.

/admin/month-grid
The month grid: 115 houses in rows, months as columns, each cell a coloured status marker, with a running balance for every house.
2

Click a cell to record a payment

The amount arrives already filled in at that month's rate. Choose M-Pesa, cash or bank, add the confirmation code if you have one, and record it.

/admin/month-grid — record payment
A Record payment dialog over the grid, with amount, method, date and an optional reference field.
3

Bring the payments in, however residents pay

Residents pay where they always have — the treasurer’s M-Pesa, the estate’s bank account, a paybill. It all lands in one ledger. M-Pesa confirmations paste straight from your phone: EstatePay reads each code, amount, date and payer, finds the house, and saves nothing until you press Record. Bank and paybill payments are entered from the statement today — and record themselves the day your paybill is connected.

/admin/paste-payments
Four pasted M-Pesa messages parsed into three received payments matched to houses, each with a confidence badge, and one outgoing payment listed separately as a possible expense.
4

Every payment keeps its record — M-Pesa, bank or cash

One list for every channel, with date, house, amount, method and reference on each row. A mistake is voided rather than deleted — it stays visible, with its reason.

/admin/payments
The payments list, one row per payment showing date, house number, amount, method, reference and edit or void actions.
5

The dashboard keeps the running position

Opening balance, money in, money out, closing balance — with this month's collection rate, how many houses are square, and who is furthest behind.

/admin/dashboard
The dashboard: a financial statement strip, collection rate, houses fully paid, records needing attention, a furthest-behind table and unassigned payments.
6

Choose how much detail to share

The full ledger for the committee, house numbers for the WhatsApp group, totals only for the notice board. The same figures, three audiences, one click apart.

/admin/reports
The reports screen: a date period, then financial statement, statement of accounts, contributions with a detail-level selector, and an arrears list, each with preview and download.
7

This is what the committee receives

Receipts by source, every payment out named and dated under its category, and the two reconciled against the opening balance — signed off with the treasurer and the committee named at the foot.

statement-of-accounts-2026-08.pdf
A generated Statement of Accounts PDF showing balance brought forward, receipts, itemised expenditure by category, reconciliation and a prepared-by footer naming the treasurer and committee.
8

And the two lists worth checking weekly

Money that arrived without a house attached to it, and houses missing an owner or a phone number. Until a payment is pointed at a house, that resident still counts as owing.

/admin/needs-attention
Records needing attention: unattributed payments at the top in red, then a table of houses with missing occupant names, phone numbers or owners.

See it with your own estate's houses in it

Setting up takes about two minutes: your name, the name of your court, and the monthly rate. You can bring your existing spreadsheet across, history and all.

Sign up today →

EstatePay is invite-only while we finish building it. The figures in these screenshots come from a demonstration estate of 115 houses, not a real one.