🇺🇸 United States

Payment Calculator

Monthly payment, bi-weekly interest savings, and affordability — pure financial math for any loan, any currency, anywhere in the world.

Select your currency — math is universal
$
Total amount borrowed
%
Annual percentage rate (APR)
yr
Length of the loan in years
Primary payment frequency to highlight
Estimates only. Actual payments may vary — confirm with your lender.

Try a worked example

Calculate for your country:

🇺🇸 US Mortgage🇺🇸 US Personal Loan🇬🇧 UK Personal Loan🇳🇿 NZ Mortgage🇳🇿 NZ First Home Loan🇮🇳 India Home Loan EMI🇩🇪 DE Kreditrechner
Found an issue? Send feedback

How to Use This Calculator

Tab "Monthly Payment"

Enter your loan amount, annual interest rate, and loan term in years. The calculator instantly shows your monthly, bi-weekly, and weekly payment amounts, plus the total interest you will pay over the life of the loan. Use the "Show payment as" selector to highlight your preferred payment frequency as the primary result.

Tab "Bi-Weekly Impact"

Enter your loan details to see the side-by-side comparison of monthly vs bi-weekly payments. The calculator shows exactly how much interest you save and how many years earlier you pay off the loan by switching to bi-weekly. The math: 26 bi-weekly payments per year equals 13 monthly payments — one extra payment per year that goes entirely to principal.

Tab "Affordability"

Enter your gross annual income and any existing monthly debt payments (car, student loan, credit cards). The calculator applies the 28% housing rule and 36% total debt rule, identifies the binding constraint, and works backward to give you the maximum monthly payment and maximum loan amount you can comfortably afford.

The Formulas

Monthly payment (amortization):
Payment = P × [r(1+r)^n] / [(1+r)^n − 1]
Where: P = principal, r = monthly rate (annual ÷ 12), n = total payments (years × 12)

Bi-weekly payment:
Bi-weekly payment = Monthly payment ÷ 2
Payments per year: 26 (= 52 weeks ÷ 2) vs 12 monthly
Extra annual payment: Monthly payment × 1 (effectively)

Total interest (monthly schedule):
Total interest = (Monthly payment × n) − Principal

28% housing rule:
Max housing payment = Gross monthly income × 0.28

36% total debt rule:
Max total debt payments = Gross monthly income × 0.36
Max new payment = Max total debt − Existing monthly debts

Back-solve for max loan amount:
Max loan = Max payment × [(1+r)^n − 1] / [r(1+r)^n]

These are universal financial formulas with no country-specific data. They apply equally to mortgages, car loans, personal loans, student loans, and any other fixed-rate amortizing debt — in any currency.

Worked Examples

Example 1 — Car loan: $25,000 at 7% for 5 years

A common auto loan scenario. Monthly rate r = 7% ÷ 12 = 0.5833%. Total payments n = 60.

Monthly payment$495.03
Total paid over 5 years$29,701.80
Total interest paid$4,701.80
Interest as % of principal18.8%

The formula: $25,000 × [0.005833 × (1.005833)^60] / [(1.005833)^60 − 1] = $495.03/month.

Example 2 — Bi-weekly mortgage: $400,000 at 5.5% for 30 years

Switching from monthly to bi-weekly payments on a large mortgage has a dramatic effect over 30 years.

Monthly payment$2,271.16
Bi-weekly payment$1,135.58
Interest (monthly schedule)$418,617
Interest (bi-weekly schedule)~$361,505
Interest saved~$57,112
Loan paid off early~4.5 years

The mechanism: bi-weekly payments produce 26 half-payments per year. That is equivalent to 13 full monthly payments — one extra payment annually. Over 30 years that compounds significantly, eliminating the last 4.5 years of the loan.

Example 3 — Affordability: $75,000 income, 6% rate, 30-year term

With no other debts, the 28% housing rule is the binding constraint for most buyers.

Gross monthly income$6,250
Max housing payment (28%)$1,750
Max total debt (36%)$2,250
Binding rule28% housing
Max affordable payment$1,750/month
Max loan amount at 6%/30yr~$292,000

If the same borrower already has $500/month in other debts, the 36% rule limits new payments to $2,250 − $500 = $1,750 — in this case both rules give the same result. With $800/month in other debts, the 36% rule becomes binding: max new payment = $2,250 − $800 = $1,450/month, reducing the max loan to ~$242,000.

Payment Calculator Reference Table

Loan AmountRateTermMonthly PaymentTotal Interest
$10,0005%3 years$299.71$789.56
$25,0007%5 years$495.03$4,701.80
$50,0006%10 years$555.10$16,612
$200,0005.5%20 years$1,375.97$130,233
$400,0005.5%30 years$2,271.16$418,617
$500,0006.5%30 years$3,160.34$637,722

All figures are illustrative. Use the calculator above for your exact inputs.

Understanding Loan Amortization

Every loan payment you make is split between interest and principal. In the early months, most of your payment covers interest because the outstanding balance is high. As the balance falls, the interest portion shrinks and more goes to principal — even though the payment stays the same. This is amortization.

In the first month of a $25,000 loan at 7% for 5 years: interest = $25,000 × (7%/12) = $145.83, principal = $495.03 − $145.83 = $349.20. By month 60, interest is under $3 and nearly the entire payment reduces the balance.

The practical implication: extra early payments are extremely powerful. A single extra payment in month 1 saves far more interest than the same extra payment in month 50, because it reduces the principal that interest accrues on for every subsequent month.

Why bi-weekly beats monthly

A year has 52 weeks. Making a payment every 2 weeks means 52 ÷ 2 = 26 payments. Each payment is half your monthly amount. But 26 × (monthly/2) = 13 × monthly. You end up making 13 monthly-equivalent payments per year instead of 12 — one extra payment with zero budgeting effort. That extra payment goes 100% to principal, slashing interest costs and years off the loan.

The 28/36 rule explained

These guidelines come from conventional mortgage underwriting. The 28% rule (also called the front-end ratio) focuses purely on your housing cost relative to income. The 36% rule (back-end ratio or DTI — debt-to-income ratio) looks at all your monthly debt obligations. Most lenders today allow DTI up to 43–50% for certain loan types, but staying at 36% leaves meaningful financial buffer for savings, emergencies, and lifestyle.

Note: the affordability rules use gross income (before tax). After-tax income is always lower, so the actual payment that feels comfortable may be less than the calculated maximum. Many financial planners suggest targeting 25% of net take-home pay for housing to maintain healthy savings rates.

Frequently Asked Questions

The standard amortization formula is: Payment = P × [r(1+r)^n] / [(1+r)^n − 1], where P is the principal, r is the monthly interest rate (annual rate divided by 12), and n is the total number of monthly payments (years × 12). For a $25,000 loan at 7% annual rate for 5 years: r = 0.07/12 ≈ 0.005833, n = 60, giving a monthly payment of $495.03.
On a $400,000 mortgage at 5.5% for 30 years, switching to bi-weekly payments saves approximately $57,000 in interest and pays off the loan 4.5 years early. On a $200,000 mortgage at 6%, savings are around $25,000 and payoff is 4 years early. The higher the loan amount, rate, and term, the larger the savings — because there are more years for the extra principal reduction to compound.
Lender underwriting rules — including the 28% housing rule and 36% DTI rule — use gross income (before taxes and deductions). This is what this calculator uses. However, for personal budgeting, your take-home (net) income is more relevant. Since taxes typically reduce income by 20–35%, a gross-income affordability number will feel tighter in practice than it looks on paper.
This calculator computes principal and interest only. It does not include: property taxes, homeowner's insurance, private mortgage insurance (PMI), HOA fees, loan origination fees, or points. For a mortgage, these additional costs — often called PITI (principal, interest, taxes, insurance) — can add 20–40% on top of the P&I payment. Always confirm the total monthly obligation with your lender.
Small differences can arise from: (1) rounding — lenders often round to the nearest cent at each step; (2) the day-count convention for the first payment (some lenders charge a partial month of interest at closing); (3) compounding convention differences (some lenders compound daily rather than monthly); (4) the inclusion of fees or insurance in the quoted payment. The formula used here is the standard monthly amortization used by most US, UK, Australian, and global lenders for fixed-rate loans.

Related Calculators

Embed This Calculator

Add the sum.money Payment Calculator to your website. Free, responsive, always up to date.

<iframe src="https://sum.money/embed/payment-calculator" width="100%" height="600"></iframe>