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FinToolSuite
Updated April 20, 2026 · Mortgage · Educational use only ·

HELOC Calculator

How HELOC payments actually work.

Calculate HELOC monthly payments across draw and repayment periods — see the total interest paid over the loan's full life.

What this tool does

A HELOC splits into two payment phases: the draw period and the repayment period. During the draw period, monthly payments cover interest only on the amount you've borrowed. Once the draw period ends, the repayment period begins and payments switch to a full amortisation schedule, covering both principal and interest over the remaining years. This calculator models both phases, showing your monthly payment amount for each and the total interest cost across the entire loan term. The interest rate and the size of your drawn balance are the primary drivers of your payment amounts. The calculator assumes a fixed interest rate throughout both periods and does not account for additional borrowing during the draw period or penalty fees. Results are for illustration only and reflect the mechanics of how these two-phase loans typically function.


Enter Values

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Formula Used
Balance
Monthly rate (entered as a percentage value)
Repayment months
Interest-only monthly
Amortising monthly

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Disclaimer

Results are estimates for educational purposes only. They do not constitute financial advice. Consult a qualified professional before making financial decisions.

HELOC (Home Equity Line of Credit) lets homeowners borrow against home equity as needed. Typical structure: 10-year draw period (interest-only payments) followed by 10-20 year repayment period (principal + interest). This calculator shows both phases.

100,000 credit line with 60,000 drawn at 8% APR, 10-year draw, 15-year repayment: Draw period monthly is 400 interest-only. Repayment period monthly is 573 (P&I). Total interest over both phases ~62,000. HELOC flexibility comes at cost over time.

HELOC rates are typically variable, tied to base rate plus margin. Rising rate environments expose borrowers. Use conservatively - draw only for genuine needs (home improvement, education, emergency), not discretionary spending. Carrying long-term HELOC balances typically costs more than traditional mortgage refinancing.

Run it with sensible defaults

Using heloc credit line of 100,000, current balance drawn of 60,000, interest rate of 8%, draw period of 10, the calculation works out to 400.00. The defaults are meant as a starting point, not a recommendation.

The levers in this calculation

The inputs — HELOC Credit Line, Current Balance Drawn, Interest Rate, Draw Period, and Repayment Period — do not pull with equal force. Not every input has equal weight. Adjusting one input at a time toward extreme values shows which ones move the result most.

How the math works

Draw period: interest-only = balance × monthly rate. Repayment period: standard amortisation over repayment years.

What the headline rate hides

Lenders quote a rate; what you pay is a blend of that rate, fees, insurance, and any early-repayment penalty built into the product. The figure here isolates the core interest cost so you can compare like-for-like across deals — then add the other costs separately before signing anything.

What this doesn't capture

The figure excludes arrangement fees, valuation costs, legal fees, insurance, and any early-repayment charges — those can add several thousand to the headline cost. Rate changes at renewal for fixed-term deals will shift the picture further. Use this for the core interest/principal math and add the other costs on top.

Example Scenario

££100,000 credit line, ££60,000 drawn at 8% over 10 yearsyr draw + 15 yearsyr repayment = 400.00 draw monthly.

Inputs

HELOC Credit Line:£100,000
Current Balance Drawn:£60,000
Interest Rate:8
Draw Period:10 years
Repayment Period:15 years
Expected Result400.00

This example uses typical values for illustration. Adjust the inputs above to match a specific situation and see how the result changes.

Sources & Methodology

Methodology

The calculator computes monthly payments in two phases. During the draw period, the monthly interest payment equals the current balance drawn multiplied by the monthly interest rate, with no principal repayment. During the repayment period, the calculator applies standard amortisation, determining a fixed monthly payment that repays the outstanding balance in full over the specified repayment years. The model assumes a constant interest rate throughout both phases and treats the interest rate as nominal, converting it to a monthly figure. It does not account for variable rate changes, additional draws or repayments beyond the initial balance, early repayment penalties, account fees, or changes in the available credit line. Results show the payment structure under these assumptions but do not predict actual account behaviour.

Frequently Asked Questions

How is HELOC different from a home equity loan?
HELOC is revolving credit - draw as needed, pay back, redraw. Home equity loan is lump sum, fixed rate, fixed term. HELOC flexibility vs home equity loan certainty. HELOC typically has variable rate; home equity loan fixed. Choose based on whether you need one lump sum or ongoing access.
What are HELOC risks?
Variable rate exposure (rate rises = payment rises). Payment shock at end of draw period (interest-only jumps to P&I, often 40-80% higher). Home secures the loan - default can force foreclosure. Don't use for discretionary spending; treat as borrowing against your primary shelter.
Are HELOCs available?
Less common than. Equivalent is 'further advance' or 'mortgage further borrowing' from existing lender. 'further advance' typically more structured than HELOC. This calculator works for both - adjust periods to match your specific product terms.
What's tax treatment?
HELOC interest deductible only if used to buy/build/improve the home (post-2017 rules).: interest not deductible on primary residence HELOC. Business use HELOC interest is typically deductible as business expense. Check your specific situation with an accountant.

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