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Financial

Loan Amortization Schedule

Create a loan amortization schedule that breaks down each payment into principal and interest portions. Track the remaining balance over the life of the loan.

Excel Formula

=PPMT(rate/12, period, total_periods, -principal)

Step-by-Step Explanation

1

PPMT returns the principal portion of a given payment

2

IPMT returns the interest portion of a given payment

3

rate/12 converts annual rate to monthly

4

period is the specific payment number (1, 2, 3...)

5

total_periods is the total number of payments

6

Use both PPMT and IPMT together for the full schedule

Example

PeriodPaymentPrincipal (PPMT)Interest (IPMT)Balance
1$1,896.20$271.20$1,625.00$299,728.80
2$1,896.20$272.67$1,623.53$299,456.13
3$1,896.20$274.15$1,622.05$299,181.99

Result: Principal: =PPMT(6.5%/12,A2,360,-300000) | Interest: =IPMT(6.5%/12,A2,360,-300000)

Common Variations

Interest only

=IPMT(A2/12,B2,C2*12,-D2)

Just the interest portion

Cumulative interest

=CUMIPMT(A2/12,B2*12,C2,1,D2,0)

Total interest paid through period D2

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