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Financial math & formulas

Loan Amortization Formula

The standard fixed-payment amortization formula calculates the level payment needed to reduce a loan balance to zero over a stated number of equal payment periods.

The formula

Payment = P × i ÷ (1 − (1 + i)−n)
P
Original principal
i
Periodic interest rate
n
Total number of payments
PMT
Level periodic payment

Worked example: $100,000, 6%, 30 years

For monthly payments, the periodic rate is 0.06 ÷ 12 = 0.005 and the number of payments is 30 × 12 = 360.

PMT = 100,000 × 0.005 ÷ (1 − 1.005−360) ≈ $599.55

Each month, interest equals the beginning balance times 0.005. Principal equals the payment minus that month’s interest. The ending balance becomes the next month’s beginning balance.

How principal and interest change

The total payment can remain constant while its composition changes. Early payments contain more interest because the balance is larger. As principal falls, the interest portion declines and more of the payment reduces principal.

How extra payments change amortization

An extra principal payment reduces the balance immediately. If the regular payment continues unchanged, later interest is calculated on the smaller balance and the loan normally pays off sooner.

When the standard formula does not apply

Irregular payment dates, changing rates, skipped payments, negative amortization, construction draws, and other non-level cash flows require a row-by-row calculation rather than a single closed-form payment formula.

Check the math with a calculator

Enter your own numbers in the matching Power of Interest calculator. The calculator performs the arithmetic while this page explains the formula and assumptions behind it.

Questions

Frequently asked questions

What is the monthly payment formula for an amortized loan?

Payment equals principal times the periodic rate divided by one minus the present-value factor, 1 minus (1 + rate) to the negative number of payments.

Why is the first payment mostly interest?

Interest is calculated on the largest outstanding balance at the beginning of the schedule. As the balance falls, the interest portion normally falls too.

Does the formula include taxes and insurance?

No. The standard amortization payment formula calculates principal and interest only unless other amounts are added separately.