How this calculator works
Enter the home price, your down payment, the interest rate and the loan term, and you’ll get your monthly payment, the total interest you’ll pay and a year-by-year amortization schedule. Add your take-home pay and it also tells you what share of your income the payment eats up.
The most useful field is extra payment per month: it shows how much interest you save and how many months sooner you’re debt-free if you pay a little more than you have to.
The mortgage payment formula
Almost every US mortgage is a fully amortizing loan, which means one simple thing: you pay the same amount every month. What changes is how that payment is split between interest and principal.
M = P × r × (1 + r)^n ÷ ((1 + r)^n − 1)
P: the loan amount, which is the price minus your down payment.r: the monthly rate, the annual rate divided by 1,200.n: the number of payments, the years times 12.
Each month, the interest is the remaining balance times r, and the rest of the payment reduces the balance. As the balance falls, so does the interest, and more of each payment goes to principal. That’s the whole mechanism.
Example: a $400,000 home with 20% down
Put $80,000 down and borrow $320,000 at 6.5% for 30 years:
- Monthly payment (principal and interest): $2,022.62
- Total repaid: $728,142
- Total interest: $408,142, more than the amount you borrowed
- First year: about $20,695 of interest and only $3,577 of principal
Now the part that surprises people: add $200 extra every month to that same loan and you pay it off 79 months early, six and a half years, and keep $105,429 of interest in your pocket. Try it in the extra payment field.
With only 10% down, the loan grows to $360,000: the payment rises to $2,275.44 and the total interest to $459,160, before counting PMI.
15-year vs 30-year mortgage
Same $320,000 loan, same 6.5% rate:
| Term | Monthly payment | Total interest |
|---|---|---|
| 30 years | $2,022.62 | $408,142 |
| 15 years | $2,787.54 | $181,758 |
The shorter loan costs $765 more a month but saves more than $226,000 of interest, and in real life lenders usually charge a lower rate on 15-year loans, so the difference is even bigger.
What your real monthly payment includes
This calculator gives you principal and interest. The check you actually write each month, often called PITI, usually adds:
- Property taxes, which vary enormously by state and county, from well under 1% of the home’s value a year to over 2%.
- Homeowners insurance, required by every lender.
- PMI, if you put down less than 20% on a conventional loan.
- HOA dues, if the home is in a homeowners association.
Lenders often collect taxes and insurance through an escrow account, so they show up in the same monthly payment. Ask for a Loan Estimate: it lists every one of these costs.
How much house can you afford?
The rule of thumb lenders use is 28/36: housing costs shouldn’t exceed 28% of your gross monthly income, and all your debt payments together shouldn’t exceed 36%. This calculator measures the payment against your take-home pay instead, because that’s the money you actually have, and warns you above 35%.
Don’t forget the cash you need up front: besides the down payment, closing costs typically run 2% to 5% of the loan amount.
Limits of this calculator
It calculates fixed-rate loans. An adjustable-rate mortgage (ARM) resets after its initial period, and nobody can predict where rates will be; if yours is an ARM, run the numbers at the current rate and again two points higher to see a bad-case scenario.
It doesn’t include taxes, insurance, PMI or closing costs. To see how extra savings could grow instead of going into the house, try the compound interest calculator.