Introduction to the Expense Statement Tool

Nicolas Vodoz Updated by Nicolas Vodoz

Overhead costs are costs related to the operation of a property (building) that must be allocated among the property's residents.

Generally, these are mainly heating costs (heating of rooms/apartments and hot water production).

However, other so-called "ancillary" costs can also be allocated. These include, for example, electricity costs for common areas of the building, concierge fees, elevator maintenance costs, etc.

These costs are defined in the rental agreement or in the condominium regulations (WEG/PPE).

The allocation method is defined in the model for the individual statement of energy and water costs (DIFEE) published in 2017 by the Federal Office of Energy (SFOE/OFEN).

When thermal energy and hot water meters are installed, heating costs are allocated with a variable share of 70% (based on the individual consumption of the residents) and a fixed share of 30% (based on apartment surfaces or thousandths shares in the condominium).

Ancillary costs are allocated based on apartment surfaces or thousandths shares in the condominium. This is also the case for heating costs when no meters are installed, as is common in older buildings.

The type and number of meters installed in the building therefore have an impact on how the expense statements are generated. See Connecting meters.

Climkit offers a tool to generate individual expense statements directly from its online platform. Here is how to use it step by step: Create/modify an accounting period.

How Did We Do?

Create/edit an expense accounting period

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