Casita
◆ Casita · Methodology

How we calculate
every number.

Here are the formulas, sources, and assumptions that drive the calculators. If you find an inaccuracy, email us and we will correct it — with credit — on this very page.

Last updated: April 18, 2026

General principle

Every calculator uses the French amortization system (fixed monthly payment) — the same formula any commercial bank in the EU or Latin America uses. All math runs in your browser with IEEE 754 double precision, without intermediate rounding.

Monthly payment — French system

The formula is:

M = P · [r·(1+r)^n] / [(1+r)^n − 1]

  • P = principal (loan amount after the down payment).
  • r = monthly rate = annual rate / 12, as a decimal.
  • n = total number of monthly payments.

Total interest is M · n − P. The amortization schedule uses the classic recurrence: monthly interest = outstanding balance × r; principal paid = M − interest; new outstanding balance = outstanding balance − principal paid.

APR — Newton-Raphson

The APR is computed by solving the present-value equation with Newton-Raphson, not a linear approximation. It converges in fewer than 50 iterations to 10⁻¹⁰ tolerance. It includes origination fee, mandatory insurance, and any formalization costs entered by the user.

Note: the naming differs by country (TAE in Spain, CAT in Mexico, CFT in Argentina, APR in the US). The math is the same; only the list of items included as "cost" changes per local regulation.

Data sources

Affordability (DTI) by country

  • Spain: 35% rule over net income (Banco de España).
  • Mexico: 30% recommended by CNBV.
  • Argentina: 25% per BCRA guidance.
  • Colombia: 40% under Decreto 583.
  • Chile: 25% as CMF guidance for dividend-over-income.
  • United States: 43% under the CFPB's Qualified Mortgage Rule; 28% front-end as prudence.

The calculator flags a warning when effort crosses the country threshold and a red warning when it exceeds the threshold × 1.4.

Known limits

  • Home and life insurance are not automatically included; they are computed only when you mark them as bundled products (Spain) or explicitly enter them (US PITI).
  • Payroll bonifications are modeled as a flat discount on the nominal rate. They do not reflect amount-minimum requirements.
  • APR includes what you enter. Undisclosed fees from your lender will push your real APR higher.
  • City-level home prices refresh quarterly and may lag the market by a quarter.
  • Argentina UVA projections are scenarios, not forecasts. Use them to understand ranges, not to commit.
  • Chile's DS1 / DS49 subsidies are applied only if you meet the bracketed requirements; the tool displays the theoretical saving but the real grant depends on Minvu.

Open-source math

All calculator code is publicly auditable in the project repository. The pure calculation functions (monthly payment, amortization, APR, affordability, costs, early repayment) carry unit tests that run on every deploy.

Final note

The math may be correct, but the outputs are for information only. Always verify with your lender before signing anything. See the Terms of Use for the full limitation of liability.