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 WEG Administrator
The WEG settlement pages show Wirtschaftsplan, Gesamt- and Einzelabrechnung, Rücklagenabrechnung and the Vermögensbericht per § 28 WEG generated at a button press, costs distributed automatically by defined keys, BGH-conform form claimed, and Mahnwesen in the bookkeeping module — that carries my March run. I found no public information on the Abrechnungsspitze shown separately, on apportionment when an owner changes mid-year, or on the settlement arithmetic tracing back to individual postings, which is what separates a defensible settlement from a printable one. 6 7 10