---
title: "HOA Dues Per Unit Calculator and Special Assessment | MCC"
description: "Enter the annual budget, reserve contribution and number of units to see equal-share dues per unit, plus a special assessment per unit. Free and private."
url: "https://mcc-solutionsnj.com/bookkeeping/hoa-dues-per-unit-calculator"
---

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 badge](/img/credentials/intuit-proadvisor-gold.png)](https://proadvisor.intuit.com/app/accountant/search?searchId=matthew-coleman77)Gold tier in Intuit's ProAdvisor program. [See my Intuit listing](https://proadvisor.intuit.com/app/accountant/search?searchId=matthew-coleman77)

Keeping your own books? Tallyfinch does invoices, bank import and reports on your computer. [See Tallyfinch](/bookkeeping/mcc-books-downloadable-bookkeeping-software)

Annual operating budget ($)

Annual reserve contribution ($)

Number of units

Special assessment total ($, optional)

Months to spread it over (optional)

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)](/toolkits/hoa-condo-association-books)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](/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.

Want a second pair of eyes on your books? [A free bookkeeping health check](/bookkeeping/health-check).

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](/bookkeeping/budget-variance-calculator), [small business budget how to build](/bookkeeping/guides/small-business-budget-how-to-build), [hoa condo association books](/toolkits/hoa-condo-association-books). See [all free tools](/free-tools). More free tools: [Bank Statement Converter](/bookkeeping/bank-statement-converter-python-script), [Rent Roll and Late Notices](/bookkeeping/rent-roll-late-notice-python-script), [NJ Payroll Checker](/bookkeeping/nj-payroll-checker-python-script), or [see all free tools](/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](/editorial-standards).

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)](/toolkits/hoa-condo-association-books)

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](/bookkeeping/mcc-books-downloadable-bookkeeping-software) [Download it free](/tools/pro/trial/mccBooks) [Compare the three apps](/software)

## Want your books and numbers handled?

[Free health check](/bookkeeping/health-check)[Call (908) 444-6373](tel:+19084446373)
