How to Calculate a Mortgage Payment

Understand PITI, PMI, and amortization. See exactly how your monthly payment is calculated and what you can do to lower it.

Last updated: April 2026 · Data: IRS, BLS, state sources

Note: This guide is for informational purposes only. Information is current as of 2026 but may change. Always verify with official government sources.

What Is in a Monthly Mortgage Payment? (PITI)

Most mortgage payments have four components, known as PITI:

  • P -- Principal: Reduces your outstanding loan balance each month.
  • I -- Interest: The cost of borrowing, charged on the remaining loan balance.
  • T -- Taxes: Property taxes collected monthly and escrowed until due.
  • I -- Insurance: Homeowner's insurance premium collected monthly and paid annually.

If your down payment was less than 20% of the purchase price, your lender will also require PMI (Private Mortgage Insurance), adding 0.5% to 1.5% of the loan amount per year to your monthly payment.

The Mortgage Payment Formula (Principal and Interest)

The P&I portion of your payment uses the standard amortization formula:

M = P x [r(1+r)^n] / [(1+r)^n - 1]

Where: M = monthly payment, P = loan amount, r = monthly interest rate (annual rate / 12), n = total number of payments (years x 12).

Example: $350,000 loan at 6.5% for 30 years:

  • r = 6.5% / 12 = 0.5417%/month
  • n = 360 payments
  • Monthly P&I payment: $2,213/month

Add estimated property taxes ($300-$600/month) and homeowner's insurance ($100-$200/month) to get your full PITI payment.

Amortization: Why Early Payments Are Mostly Interest

In the early years of a mortgage, most of each payment goes toward interest rather than principal. This is called front-loaded amortization. As the balance decreases, more of each payment goes toward principal.

Payment #PrincipalInterestBalance
1$320$1,896$349,680
12$342$1,874$345,826
60 (year 5)$400$1,816$323,547
180 (year 15)$618$1,598$278,284
360 (year 30)$2,201$12$0

Over 30 years, this $350,000 loan generates approximately $447,000 in total interest paid.

PMI: What It Is and When You Can Remove It

PMI (Private Mortgage Insurance) is required when your down payment is less than 20%. It typically costs 0.5% to 1.5% of the original loan amount per year, added to your monthly payment. On a $350,000 loan at 0.8% PMI, that is $2,800/year or $233/month.

You can request PMI cancellation when your loan-to-value ratio reaches 80% through a combination of payments and home appreciation. Under the federal Homeowners Protection Act, lenders must automatically cancel PMI when the LTV reaches 78% based on the original amortization schedule.

Strategies to Lower Your Monthly Mortgage Payment

  • Larger down payment: 20% or more eliminates PMI and reduces the loan amount.
  • Lower interest rate: Each 0.25% reduction on $350,000 saves about $55/month.
  • Longer term: A 30-year term has lower payments than a 15-year term (but much more total interest paid).
  • Buy mortgage points: Pay 1% of the loan upfront to permanently reduce your rate. Calculate the break-even point to see if it makes sense.
  • Appeal property taxes: A successful tax assessment appeal reduces your escrow and monthly payment.

Mortgage Payment Calculator

Calculate your monthly mortgage payment including principal, interest, property taxes, homeowner's insurance, and PMI. Covers all 50 states with local property tax data.

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Frequently Asked Questions

What is included in a monthly mortgage payment?

A full mortgage payment (PITI) includes Principal (reduces balance), Interest (cost of borrowing), Taxes (property taxes escrowed monthly), and Insurance (homeowner's insurance escrowed monthly). If your down payment was under 20%, PMI is also included.

How much house can I afford?

A common rule is that housing costs (PITI) should not exceed 28% of your gross monthly income, and total debt payments should not exceed 36%. On a $6,000/month gross income, that means no more than $1,680 in PITI.

Does making extra principal payments save money?

Yes, significantly. An extra $200/month toward principal on a $350,000 loan at 6.5% saves approximately $87,000 in interest and cuts about 6 years off the 30-year term.

Disclaimer: This tool is for informational purposes only and does not constitute financial, tax, legal, or professional advice. Data is sourced from IRS publications, Bureau of Labor Statistics, and official state sources as of April 2026. Always consult a qualified licensed professional before making financial or legal decisions.