Introduction to the Expense Tracking Tool

Nicolas Vodoz Updated by Nicolas Vodoz

Overheads are costs related to the operation of a site (building) that must be allocated among the residents of the site.

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

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

These costs are defined in the lease agreement or in the condominium regulations (PPE).

The allocation method is defined in the template for the individual utility billing of energy and water (DIFEE) published in 2017 by the Federal Office of Energy (OFEN).

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

Ancillary costs are allocated based on the area of the apartments or the ownership shares in thousandths in the condominium. This also applies to heating costs when no meters are installed, as is the case in older buildings.

The type and number of meters installed in the building therefore impact how the charge statements are generated. See Connecting the meters.

Climkit offers a tool to generate individual cost statements directly from its online platform. Here’s how to use it step by step: Create/modify a billing period for costs.

How Did We Do?

Create/modify a fee countdown period

Contact