Split an HOA special assessment across every unit
Enter the project cost and load the unit list, and Assesstally allocates the assessment by ownership %, square feet or equally — every share to the cent, the monthly installment and the vote and notice checks, in your browser; nothing is uploaded.
How it works
- Enter the project cost and what reserves, insurance and other funds cover.
- Load the unit list — unit, ownership %, square feet — from the template, or try the sample.
- Pick the method and term, check the vote and notice flags and print the allocation for the board.
Why Assesstally
For HOA and condo board treasurers and self-managed associations: a big repair, a funding gap and a unit list. Assesstally turns them into each owner's share to the cent, the monthly installment and the approval and notice checks before anything goes out.
Your unit list
One row per unit: the ownership percentage from the declaration, square footage or a custom weight, and whether it's exempt. Excel or CSV, or start from the template.
Shares to the cent
Project cost less reserves, insurance and other funds, allocated by ownership %, square feet, equally or by weight with largest-remainder rounding, so the shares add up exactly.
Installments
Spread it over any number of months, with or without interest: each unit's level monthly payment, its final payment and the interest, rounded to the cent.
Vote and notice checks
California's 5% of budgeted gross expenses limit (Civ. Code §5605(b)), the §5610 emergency exception and the 30–60 day notice window (§5615); Florida's purpose notice (§718.116(10)).
Data flags
Percentages that don't add up to 100, missing square footage, duplicate units and exempt units whose share the others carry.
Method and term what-ifs
The largest and smallest share by every method, and the monthly payment and interest over 1 to 60 months, side by side for the board meeting.
Simple pricing
Free for every share, the vote check and every flag. Pro for every unit, every what-if, the owner notices and the exports.
Free
- Any number of units
- Every share to the cent, the vote and notice checks
- 3 what-ifs and 12 units shown, print with a footer
- No signup, nothing uploaded
7-day pass
- 7 days of Pro, no subscription
- Every unit on screen and in print
- Every method and term what-if
- Owner notices, Excel workbook and CSVs
Pro Yearly Best value
- Everything in Pro
- Twelve months of board work
- Costs less than 6 months of monthly
Prices in USD. Secure checkout by Polar, our merchant of record (its checkout shows our seller name, Launchtools). Sales tax is added at checkout in the US, Canada and India; elsewhere VAT/GST is included. Already bought? Enter your license key.
Tools & guides
- HOA special assessment calculator
- Allocate a special assessment by ownership % or square feet
- Special assessment installment calculator
- Does your California special assessment need a vote?
- How HOA Special Assessments Are Allocated
- California HOA Special Assessment Rules: 5% Vote and Notice
- Florida Condo Special Assessment Rules: Purpose and Notice
- A special assessment template that does the math
- Just need the special assessment numbers?
FAQ
Is my data uploaded?
No. Your files are read by JavaScript in your browser tab and never sent to us or anyone else. Unit rows aren't stored, so closing the tab clears them. Amounts, dates and options can be saved in this browser if you ask; the association name and purpose never are.
How is a special assessment usually allocated?
Most declarations (CC&Rs) allocate assessments the same way as regular assessments: by each unit's percentage interest in the common elements, by square footage, or equally per unit. Your governing documents decide — Assesstally lets you apply any of these and compare them.
When does a California HOA need a member vote?
Under Civil Code §5605(b), the board can't impose special assessments that in the aggregate exceed 5% of the association's budgeted gross expenses for the fiscal year without the approval of a majority of a quorum of members at a meeting or election, where a quorum is more than 50% of the members. Emergencies defined in §5610 — a court order, a discovered threat to health or safety, or an unforeseeable repair with written board findings — are excepted.
How much notice do California owners get?
Individual notice of a special assessment not less than 30 nor more than 60 days before it becomes due (Civil Code §5615). Enter the notice and due dates and Assesstally checks the window.
What does Florida require for a condo special assessment?
The specific purpose must be set out in a written notice sent or delivered to each unit owner, and the money can only be used for that purpose; any excess becomes common surplus (Fla. Stat. §718.116(10)). An owner generally can't be excused from their share unless all owners are proportionately excluded (§718.116(9)(a)).
How are the cents handled?
Each share is rounded down to the cent and the leftover cents go to the units with the largest remainders, so the shares always add up exactly to the assessment. Installments are level monthly payments rounded to the cent, and the last payment settles any difference.
What's free?
Every unit's share to the cent, the totals, the vote and notice checks, every flag, 3 what-ifs and 12 units on screen and in print (with a footer). Pro shows every unit and every what-if and adds a notice letter for every owner, the Excel workbook and CSV exports.
Is this legal advice?
No. Assesstally applies the arithmetic and the rules it describes to the figures you provide. Your declaration, bylaws and state law decide how assessments are allocated, approved and collected; check them or ask the association's attorney. It is not a law firm and not affiliated with any agency or management company.