US FINANCE COLLECTION

US finance calculators.

Plan a housing, retirement, education, debt or income decision with editable assumptions and clear scope notes.

FinanceUS

US house affordability calculator

Estimate a home price and mortgage payment from income, debts, down payment and lender-style payment limits.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

US mortgage payoff calculator

Test how an extra monthly payment or lump sum can shorten a fixed-rate mortgage payoff schedule.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

FHA mortgage calculator

Estimate principal, interest, upfront mortgage insurance and an editable monthly FHA mortgage-insurance charge.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

VA mortgage calculator

Estimate an eligible borrower’s VA loan payment with an editable funding fee and monthly housing-cost inputs.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

HELOC payment calculator

Estimate an interest-only draw-period payment and a repayment-period payment for a home equity line of credit.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

Home equity loan calculator

Estimate available home equity and a fixed-rate home equity loan payment using an editable combined loan-to-value limit.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

Student loan repayment calculator

Estimate a fixed-payment student loan schedule, total interest and the effect of paying extra each month.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

College cost calculator

Project total college cost after annual price increases and estimate a monthly saving amount for the target.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

Traditional IRA calculator

Project a traditional IRA balance and show an editable illustration of the current-year tax deduction value.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

Roth IRA calculator

Project a Roth IRA balance from current savings, annual contributions and an assumed return.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

RMD calculator

Calculate an estimated required minimum distribution from a prior year-end balance and an entered IRS life-expectancy factor.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

Social Security claiming calculator

Compare an entered full-retirement-age monthly benefit with early or delayed claiming assumptions.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

Annuity payout calculator

Estimate a level withdrawal from an account balance over a selected number of years and assumed return.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

Debt consolidation calculator

Compare a combined existing-debt payment assumption with a proposed consolidation loan including fees.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

Debt-to-income ratio calculator

Calculate front-end and total debt-to-income ratios from monthly gross income, housing payment and recurring debts.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

Auto lease calculator

Estimate a monthly auto lease payment from capitalized cost, residual value, money factor, term and tax.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

US paycheck calculator

Estimate monthly take-home pay using editable federal, state, payroll and pre-tax deduction assumptions.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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FinanceUS

Monthly budget calculator

Organize monthly income, needs, wants, debt payments and savings into a transparent monthly surplus or gap.

  • US-focused assumptions
  • Editable rates and terms
  • Clear scope notes
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