Student Loan Payment Calculator Formula

Understand the math behind the student loan payment calculator. Each variable explained with a worked example.

Formulas Used

Monthly Payment

monthly_payment = principal * monthly_rate * pow(1 + monthly_rate, n_payments) / (pow(1 + monthly_rate, n_payments) - 1)

Total Amount Paid

total_paid = (principal * monthly_rate * pow(1 + monthly_rate, n_payments) / (pow(1 + monthly_rate, n_payments) - 1)) * n_payments

Total Interest Paid

total_interest = (principal * monthly_rate * pow(1 + monthly_rate, n_payments) / (pow(1 + monthly_rate, n_payments) - 1)) * n_payments - principal

Variables

VariableDescriptionDefault
principalLoan Amount ($)35000
annual_rateAnnual Interest Rate (%)5.5
term_yearsRepayment Term (years)10
monthly_rateDerived value= annual_rate / 100 / 12calculated
n_paymentsDerived value= term_years * 12calculated

How It Works

How to Calculate Student Loan Payments

Student loan payments use the standard amortization formula.

Formula

Monthly Payment = P x r x (1+r)^n / ((1+r)^n - 1)

Where P = principal, r = monthly rate, n = total payments.

This formula ensures equal monthly payments over the life of the loan.

Worked Example

A $35,000 student loan at 5.5% interest over 10 years.

principal = 35000annual_rate = 5.5term_years = 10
  1. 01Monthly rate = 5.5% / 12 = 0.004583
  2. 02Number of payments = 10 x 12 = 120
  3. 03Monthly payment = 35000 x 0.004583 x (1.004583)^120 / ((1.004583)^120 - 1) = $379.60
  4. 04Total paid = $379.60 x 120 = $45,552
  5. 05Total interest = $45,552 - $35,000 = $10,552

Frequently Asked Questions

What is the standard repayment term?

The standard federal student loan repayment term is 10 years (120 payments). Extended plans go up to 25 or 30 years.

Can I pay extra each month?

Yes, making extra payments reduces total interest and shortens the loan term. Specify that extra payments go toward principal.

What happens if I defer payments?

During deferment, interest may still accrue (on unsubsidized loans). This interest capitalizes, increasing your total balance.

Ready to run the numbers?

Open Student Loan Payment Calculator