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Post Closing True Up Calculator

Closing prorations need truing up. This calculator reconciles.

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Net true-up (buyer→seller if pos)

$2,100

Total gross adjustments

$25,500

Direction (1=to seller)

1

How the math works

Net = sum of all deltas. Positive = buyer owes seller; negative = seller refunds buyer.

On deltas −$8.5k rent, +$12k tax, −$3.2k ins, +$1.8k util: net +$2.1k to seller. Reconcile with backup support schedules within 60-90 days of closing.

How to Use

  1. Enter rent estimated vs actual.
  2. Enter tax estimated vs actual.
  3. Enter insurance estimated vs actual.
  4. Enter utility estimated vs actual.
  5. Read net true-up owed.

Frequently Asked Questions

What trues up?

Rent receivable (estimated at closing vs actual collected). Taxes (estimated before bill received). Insurance (prepaid, adjusted on actuals). Utilities (estimated, actual on final bill). CAM reconciliation (largest, 6-12 months post-close).

Timeline?

60-90 day true-up window typical. CAM reconciliation: 12-15 months post-close (next calendar year completion). Insurance refund: 1-3 months. Property tax: 6-12 months (after next bill). Multiple true-up tranches over first year.

Disputes?

Delinquent rent reconciliation (seller/buyer ownership by receipt date). CAM estimate vs actual (shifting expense categories). Tax protests (impact on pro ration). PSA defines methodology. Third-party accountant often retained for disputes.

How often should I rerun this?

Rerun this calculator whenever inputs change materially — new rent roll data, rate moves, loan balance updates, or quarterly operating data. For active deals, monthly refresh is typical. For stabilized assets under monitoring, quarterly is fine. Treat the output as a decision tool, not a one-time answer — market conditions evolve and so should your analysis.

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