Wirtschaftsplan, Jahresabrechnung & Rücklage
How this is scored
The statutory financial cycle: business plan, annual settlement in the form the law and the BGH require, distribution keys, and the separate handling of reserve funds held in trust for the community.
0 — General bookkeeping only; no Wirtschaftsplan, no Jahresabrechnung, no distribution keys, reserves treated as ordinary balances.
3 — Templates that help a human produce the documents, with distribution keys entered by hand and no separation of the Rücklage.
5 — Wirtschaftsplan and Jahresabrechnung generated from the ledger with configurable distribution keys (MEA, units, consumption), and reserves booked separately.
8 — Settlement in the post-2021 BGH form with the Abrechnungsspitze shown separately, Vermögensbericht produced, heating-cost apportionment per HeizkostenV integrated, owner-change apportionment mid-year handled, and Hausgeld arrears tracked with dunning.
10 — The whole financial year is discharged inside the system: multi-community bookkeeping with strict per-WEG separation, trust accounting for reserves with its own reporting, settlement documents an accountant would sign, and the arithmetic auditable back to individual postings.
The Skeptic
The WEG pages show Wirtschaftsplan, Gesamt- and Einzelabrechnung, Rücklagenabrechnung and the Vermögensbericht produced at a keystroke, per §28 WEG and claimed BGH-konform, with costs distributed automatically by defined keys, a Mahnwesen and dunning-ready bookkeeping. But the feature that makes such a claim true stays out of sight: we found no public information on the Abrechnungsspitze being broken out separately, on mid-year owner-change apportionment, or on heating-cost apportionment beyond the monthly consumption notice under §6a HeizkostenV. 6 10 7