Formula Guide

    How to Calculate a Mortgage Payment

    A mortgage payment is calculated using a formula that spreads the total cost of a fixed-rate loan — including all interest — into equal monthly instalments over the loan term. While the payment amount stays the same every month, the split between principal repaid and interest paid changes significantly over time, a process called amortisation.

    Last updated: March 31, 2026

    The Formula

    M = P × [r(1+r)^n] ÷ [(1+r)^n − 1]
    r is the monthly interest rate (annual rate ÷ 12). n is the total number of monthly payments (years × 12).

    Variable Definitions

    SymbolNameDescription
    MMonthly PaymentThe fixed amount you pay each month, covering both principal and interest
    PLoan PrincipalThe amount borrowed — the purchase price minus your down payment
    rMonthly Interest RateThe annual interest rate divided by 12. For 6% annual rate: r = 0.06 ÷ 12 = 0.005
    nNumber of PaymentsLoan term in years × 12. A 30-year mortgage has n = 360 payments

    Step-by-Step Example

    You are buying a $400,000 home with a 20% down payment ($80,000) at a 6.75% annual fixed rate on a 30-year mortgage.

    Given

    Loan Principal (P):$320,000 ($400k − $80k down)Annual Rate:6.75%Monthly Rate (r):6.75% ÷ 12 = 0.5625% = 0.005625Payments (n):30 × 12 = 360

    Solution

    1. 1
      Calculate (1 + r)^n: (1.005625)^360 ≈ 7.6874
    2. 2
      Calculate the numerator: r × (1+r)^n: 0.005625 × 7.6874 = 0.043242
    3. 3
      Calculate the denominator: (1+r)^n − 1: 7.6874 − 1 = 6.6874
    4. 4
      Divide numerator by denominator: 0.043242 ÷ 6.6874 = 0.006466
    5. 5
      Multiply by principal: 320,000 × 0.006466 = $2,069/month

    Monthly mortgage payment is $2,069. Over 30 years you repay $320,000 principal plus $424,840 in interest, for a total of $744,840.

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    Common Mistakes to Avoid

    Using the annual rate directly instead of dividing by 12 first — this vastly overstates the monthly payment.

    Forgetting that PMI (Private Mortgage Insurance), property taxes, and homeowner's insurance are separate costs added on top of the P&I payment calculated here.

    Confusing the loan amount with the purchase price — the loan is purchase price minus your down payment.

    Assuming a fixed payment means a fixed principal repayment — early payments are mostly interest; principal repayment accelerates toward the end of the term.

    Frequently Asked Questions

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