A special assessment template that does the math
Download the unit template, fill in ownership % or square feet, and drop it back in: every share, the installments and the checks.
| Assesstally | A blank spreadsheet | |
|---|---|---|
| Shares | Allocated by %, square feet, equal or weight, rounded so they add up exactly | Write the formulas and fix the leftover cents yourself |
| Installments | Level monthly payment, final payment and interest for every unit | Build an amortization formula per unit |
| Checks | Percentages that don't total 100, duplicates, CA 5% vote and 30–60 day notice, FL purpose notice | None |
| Price | Free: every share to the cent, the vote and notice checks and every flag. Pro: $7 for 7 days, $9/month or $49/year, any number of units and associations. | Free |
Honest take: if your spreadsheet already works, keep it and drop it into Assesstally to check the shares and the rules.
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.