Phone (510) 781-0300
Fax (510) 781-0303

financial calculators

Quick planning estimates for a mortgage payment, a loan payment, a break-even point, markup versus margin, and savings growth. Every figure comes from the numbers you enter.

Loan payment

Principal, annual interest rate, and term.

Term is in

Enter the amounts above to see an estimate.

Mortgage payment

Home price, down payment, rate, and term. Taxes, insurance, PMI, and HOA are optional.

Enter either dollars or a percent of the price. The other one updates to match.

Loan term

Property tax, insurance, PMI, and HOA are optional. Leave them blank to leave them out.

Enter the amounts above to see an estimate.

Break-even

Monthly fixed costs, price per unit, and variable cost per unit.

Enter the amounts above to see an estimate.

Markup vs. margin

Cost, plus whichever one of selling price, markup, or margin you already know.

I know the

Enter the amounts above to see an estimate.

Savings growth

Starting amount, monthly contribution, annual return, and years.

Enter the amounts above to see an estimate.

These figures are estimates for planning only. They are not a loan offer, and they are not tax, legal, or investment advice. Interest rates, property taxes, insurance, and PMI depend on the lender and the property.

Books & Taxes is a bookkeeping and tax preparation firm. For a mortgage, talk with a lender. For help with your books or taxes, contact Books & Taxes or call (510) 781-0300. Nothing you type is saved or sent anywhere.