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Mortgage Payment Calculator

June 30, 2026 • By the Investor Sam Editorial Team • Reviewed by Berly Sam Varghese, Editor
Your true monthly mortgage payment is more than principal and interest — it also bundles property taxes, homeowners insurance, and, if your down payment is under 20%, private mortgage insurance (PMI). Lenders call this combined figure PITI, and it is the number that actually hits your bank account each month. This calculator builds it up from the home price, your down payment, and the loan terms so you can budget for the real cost, not just the advertised rate.

Example: Home price: 400000 $ · Down payment: 20 % · Interest rate (APR): 6.5 % · Loan term: 30 years · Property tax rate: 1.1 % · Home insurance (annual): 1600 $ · PMI rate (if under 20% down): 0.6 %

Total monthly payment$2,523
Principal & interest$2,023
Loan amount$320,000

Worked example

On a $400,000 home with 20% down, you borrow $320,000. At 6.5% over 30 years, principal and interest come to about $2,023 a month. Add property taxes of roughly $367 (1.1% of $400,000, divided by 12) and $133 of insurance, and there is no PMI because you put 20% down. The full monthly payment lands near $2,523 — about $500 a month more than the principal-and-interest figure alone.

Frequently asked questions

What is PITI?

PITI stands for Principal, Interest, Taxes, and Insurance — the four pieces that make up a typical monthly mortgage payment held in escrow. Lenders qualify you on PITI, not just principal and interest, so it is the number to budget around.

When do I have to pay PMI?

Private mortgage insurance is generally required on conventional loans when your down payment is under 20%. It protects the lender, not you, and can usually be removed once you reach about 20% equity. This calculator only adds PMI when your down payment is below 20%.

Does this include HOA fees?

No. Homeowners association dues, if any, are separate and vary widely by property. Add them on top of the figure here when budgeting for a condo or a home in an HOA community.

Why is my property tax an estimate?

Property tax is set locally as a percentage of assessed value and varies by county and even neighborhood. The rate here is a starting point — check your county assessor for the exact millage on the specific home.

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Sources

Berly Sam Varghese · Editor, Investor Sam

Berly Sam Varghese is an engineer who treats money the way he treats any hard problem — something to be engineered, not gambled on. He funded years of education and built real financial stability the patient way, by living below his means and investing rather than borrowing. He writes for the person trying to make a home a sound decision, not just a purchase. He reviews and approves every article on Investor Sam and checks the figures against primary sources before anything is published. More about our standards.