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Mortgage calculator

Free mortgage calculator. See your monthly payment, total interest paid, and how much you'd save with extra monthly payments — instantly.

Last reviewed June 8, 2026Fact-checked against primary sourcesEditorial standards
Coverage: Compound interest · Retirement · FIRE · Debt payoff · Mortgages · Fraud prevention
Built from: IRS · FINRA · SEC · BLS · Federal Reserve · Freddie Mac30+ primary sources verified
Backed by our research
5,000-scenario prepay vs invest sweep — the crossover sits ~50 bps above your assumed equity return. At today's 6.7% mortgage rate, the call is closer than r/personalfinance pretends.
Quick answer · 4 most-searched mortgage scenarios
$300K @ 6.5% / 30 yrs (typical 2026)
$1,896/mo P&I · $382,633 total interest · pay extra $200/mo → save $91K and 7 yrs
$500K @ 6.75% / 30 yrs
$3,242/mo P&I · $667K total interest · PITI ~$4,100/mo with taxes/ins
$300K @ 6% / 15 yrs vs 30 yrs
15yr: $2,532/mo, $156K interest · 30yr: $1,799/mo, $347K interest · diff $191K
$400K refi from 7.5% → 5.5%
Saves $546/mo · break-even at ~$3,500 closing in 7 months

Key mortgage terms (used throughout this page)

PITI
Principal + Interest + Taxes + Insurance. The four components of full housing cost. Our calc shows P&I; add taxes/ins for true monthly cost.
Amortization
How each payment splits between interest and principal. Year 1 is mostly interest; year 30 mostly principal.
PMI
Private Mortgage Insurance. Required if down payment < 20%. ~0.5-1.5% of loan annually until 80% LTV is reached.
LTV
Loan-to-Value ratio = loan balance ÷ home value. 80% is the PMI removal threshold; 80%+ also tightens refinance eligibility.
DTI
Debt-to-Income. Total monthly debt ÷ gross income. Conv. cap 36% back-end; FHA up to 43%; rarely beyond 50%.
Points
Prepaid interest. 1 point = 1% of loan paid upfront to drop the rate ~0.25%. Worth it if you'll keep the loan long enough to break even (typically 5+ years).

How is a mortgage payment calculated?

A monthly mortgage payment is calculated with the formula M = P × [r(1+r)n] / [(1+r)n − 1], where P is the loan principal, r is the monthly interest rate (annual rate ÷ 12), and n is the total number of monthly payments (years × 12). For a $300,000 loan at 6.5% over 30 years, the monthly principal-and-interest payment is about $1,896. Property tax, homeowners insurance, and HOA fees are added separately.

How mortgage payments work

A mortgage payment is calculated using the amortization formula. Early payments are mostly interest; later payments are mostly principal. On a $300,000 mortgage at 6.5% for 30 years:

  • Year 1: ~$19,400 goes to interest, only $3,350 to principal
  • Year 15: split roughly 50/50
  • Year 30: almost entirely principal

This is why extra payments early in the loan are dramatically more valuable than extra payments late. An extra $100 in year 1 reduces the principal that all future interest is calculated on for 29 more years.

Extra payment impact (on a $300k, 6.5%, 30-year mortgage)

  • $0 extra: $682,633 total paid, $382,633 in interest
  • $100/month extra: $621,000 total, pays off 4.5 years early. Saves $61,000
  • $200/month extra: $591,000 total, pays off 7 years early. Saves $91,000
  • $500/month extra: $520,000 total, pays off 13 years early. Saves $163,000
  • $1,000/month extra: $460,000 total, pays off 18 years early. Saves $222,000

30-year vs 15-year mortgage

Same $300,000 loan at historical average rates:

  • 30-year at 6.5%: $1,896/month, $382,633 total interest
  • 15-year at 5.75%: $2,492/month, $148,587 total interest

15-year saves $234,000 in interest but costs $596/month more. If you can afford the higher payment, 15-year wins. If cash flow is tight, 30-year with aggressive extra payments is often optimal — you get 80% of the savings with 100% of the flexibility.

Beyond P&I: the full cost of home ownership

Your mortgage payment isn't the full cost. Budget for:

  • Property tax: 0.5-2.5% of home value annually, varies dramatically by state (TX, IL, NJ are highest)
  • Homeowners insurance: $1,200-$2,500/year depending on location and coverage
  • PMI: if you put less than 20% down, ~0.5-1% of loan annually until equity hits 20%
  • HOA: $100-$500/month if applicable
  • Maintenance: budget 1-2% of home value per year (often ignored, always hits)

A $1,896 mortgage payment is often $2,500-$3,000+ in actual monthly housing cost.

Should I pay off my mortgage early or invest?

Depends on your mortgage rate:

  • Rate under 5%: invest extra money instead. Historical stock returns (~8-10%) beat the guaranteed rate of payoff
  • Rate 5-7%: split — some extra payments, some investing
  • Rate 7%+: aggressive payoff makes sense. Beating 7% in investments is harder than it sounds

There's also a behavioral argument: paid-off mortgage = psychological freedom. Some choose payoff even when math favors investing.

Mortgage rates in 2026: where the market sits

  • 30-year fixed average: 6.7-7.1% (Freddie Mac PMMS weekly survey). Down from 7.8% 2023 peak; up from 3% 2021 lows.
  • 15-year fixed average: 6.0-6.3%. The 15/30 spread is ~0.6-0.8 percentage points in 2026.
  • 5/1 ARM: 6.3-6.8%. Risky if you can't refinance later — payment can jump 2+ percentage points at reset.
  • Jumbo loans: 6.5-7.0% (often slightly cheaper than conforming above $806,500 baseline conforming limit, $1.21M in high-cost areas).
  • FHA loans: 6.4-6.8% with 3.5% down and MIP for the life of the loan (vs PMI removable at 80% LTV).
  • VA loans (veterans): 6.2-6.6% with 0% down, no PMI/MIP — the best rates available if you qualify.
  • Median US home price: ~$415K (NAR existing-home median, 2026). Median first-time buyer down payment: 9%.

The Fed has cut its policy rate 3× since late 2025, but the 10-year Treasury (which drives mortgage rates) hasn't followed proportionally. Expect mortgage rates to drift down only if 10-year Treasury yields drop — not just because the Fed cuts.

Who this calculator is for

First-time buyer
Run $300-$450K loans at 6.5-7%, then check how much house can I afford for the 28/36 DTI ceiling. PMI applies if <20% down — budget another $150-$250/mo.
Refi shopper
Compute new payment vs current. Break-even = closing costs ÷ monthly savings. If < 24 months, refi probably wins. Use the refinance break-even calculator.
Extra-payment optimizer
Already in a 30-yr at 6-7%. Adding $200-$500/mo extra clears 7-13 years. Compare against the math of investing the same money — at 7%+ mortgage rate, payoff usually wins.
Investor / second home
Investment property rates run 0.5-0.75% above primary. 20-25% down required. Use the calc to model cap rate after PITI and assume 1-2% maintenance/vacancy drag.

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Methodology & sources

  • Amortization formula: standard annuity present-value (M = P × r(1+r)^n / [(1+r)^n − 1])
  • 30-yr / 15-yr / ARM rate averages: Freddie Mac Primary Mortgage Market Survey (PMMS), weekly
  • Conforming loan limits: FHFA 2026 Conforming Loan Limit notice
  • Median home price & down payment: NAR Existing-Home Sales + Profile of Home Buyers and Sellers
  • FHA/VA underwriting rules: HUD Handbook 4000.1, VA Lenders Handbook
  • PMI guidelines: Homeowners Protection Act of 1998
  • Property tax averages: Tax Foundation state-level effective rates

FAQ

How is a mortgage payment calculated?

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P × [r(1+r)^n] / [(1+r)^n − 1], where P = principal, r = monthly rate, n = total months. Our calculator runs this automatically.

How much do extra payments save?

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On $300k at 6.5%/30y: $200/mo extra saves $91k and 7 years. $500/mo saves $163k and 13 years.

30-year or 15-year?

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15-year saves ~$234k in interest but costs $596 more monthly. 30-year + extra payments is often the smartest hybrid.

What is PITI?

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Principal + Interest + Taxes + Insurance = full monthly housing cost. Our calculator shows P&I only; add taxes (1-2% annually) and insurance ($100-$250/mo).

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