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Your Money View

The finance area for homeowners is simple and transparent. It shows what you owe, what you have paid, and how service charges are calculated — without exposing the full management accounting tools.

What you can see

Current balance

Your outstanding service charge position for the selected property

Invoices

A list of outstanding invoices with amounts and due dates

Payment history

Past payments you have made, with dates and references

Annual accounts & Your Year in One Page

Published Service-Charge Accounts (showing how building funds were spent) and Company / Dormant Accounts (Companies House filings), clearly separated with a plain-English Your Year in One Page summary

Major works

Section 20 notices and major works cost breakdowns when applicable

Service charge breakdown

How your service charge is split across maintenance, insurance, management, and reserve fund

How to pay

1

Open Money / Finances

Navigate to Money (or Finances) from your sidebar or dashboard.
2

Review your demands and statements

Check your current service charge card or outstanding invoices list, and preview or download your itemised Service Charge Statement (including statutory Section 47/48 landlord notices).
3

Select Pay Now

Click Pay now on the demand you want to settle to open the Service Charge Checkout modal.
4

Choose Instant Pay by Bank or Free Manual Bank Transfer

  • Pay by Bank (Open Banking): Authenticate directly in your UK banking app via Faster Payments. Where your building passes on the platform fee (1% on managed portfolios or 3% on self-managed blocks), the exact fee and total are shown upfront so 100% of your service charge goes into your building’s trust account.
  • Free Manual Bank Transfer (BACS — £0.00 Fee): Always available at £0.00 fee. Copy the building’s designated client trust account details (Account Name, Sort Code, Account Number) and your mandatory Payment Reference, send the transfer from your bank app, and click I’ve made payment.

Understanding service charges

Service charges cover the day-to-day running of your building. Typical categories include: If you have questions about how charges are calculated, use the Issues area to raise a financial query, or speak to your director or management company.

Tips

Pay on time

Avoid late payment fees and keep your account in good standing

Check the breakdown

Review the service charge breakdown to understand where your money goes