Client desk: (908) 444-6373 · Text us · booking@mcc-solutionsnj.com Online 7AM–9PM ET daily · Mobile Mon–Sat · ← MCC Solutions home
MCCMCC Solutions Account Bookkeeping

Free tool

HOA dues per unit calculator

Overview

Work out what each unit pays from the association's budget, and what a special assessment costs per unit.

Intuit ProAdvisor Gold tier badgeGold tier in Intuit's ProAdvisor program. See my Intuit listing

Keeping your own books? Tallyfinch does invoices, bank import and reports on your computer. See Tallyfinch

Excel workbook · $39

HOA and Condo Association Books

Track who has paid dues and who is behind, compare spending to the budget, follow the reserve fund and hand the board a one-page report.

See what is inside ($39)14-day full refund

Share

Put this tool on your own site

Free to use. Paste this where you want it to appear. It runs in the visitor's browser, so nothing they enter is sent to us.

See every calculator you can embed

How it works

How it works

Add the operating budget and the planned reserve contribution, then divide by the number of units for the yearly amount per unit, and by 12 for the monthly dues. A special assessment is the total amount to be raised divided by the number of units, and optionally spread over a number of months. This assumes equal shares. Many associations use ownership percentages or unit size, so follow your governing documents.

FAQ

About this calculator

Do all owners pay the same?

Not always. Governing documents may set shares by ownership percentage, square footage or unit type.

Who decides on a special assessment?

Your governing documents and state law set who can approve one and how. Ask the association's attorney.

Does this cover late fees or vacancies?

No. It splits the budget evenly and shows nothing about collection.

Is anything saved?

No. It runs in your browser and nothing you enter is sent to us.

Related: budget variance calculator, small business budget how to build, hoa condo association books. See all free tools. More free tools: Bank Statement Converter, Rent Roll and Late Notices, NJ Payroll Checker, or see all free tools.

Free

Month-End Close Checklist (PDF)

The five-day close, one page to print. Enter your email and we send a link to confirm it is yours, then the download. We may email you about new toolkits, and every email has an unsubscribe link.

General information, not tax or legal advice. How we write and check our tools.

New Jersey deadlines and rule changes, by email

A short email when a deadline is coming up, a rule changes or we add a free tool. A few a month at most, and you can unsubscribe any time.

Excel workbook

HOA and Condo Association Books

Track who has paid dues and who is behind, compare spending to the budget, follow the reserve fund and hand the board a one-page report.

See what is inside ($39)

Tallyfinch

Books you keep on your own computer

Tallyfinch does invoices, bills, bank import, reconciliation and the main reports, in a file you own. $99 once, then $5 a month for updates; the app keeps working if you stop the plan. It does not do payroll or sales tax filing. The free download records up to 60 entries.

See Tallyfinch Download it free Compare the three apps

Want your books and numbers handled?

Free health checkCall (908) 444-6373

Rather talk first? Leave your number and we'll call you.

CallTextExcel workbook, $39