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Loan amortization

Loan amortization is the schedule by which a fixed-payment loan is paid off — each payment covers the month’s interest plus enough principal to retire the loan at the end of the term. The schedule front-loads interest, which is why early prepayment dramatically accelerates payoff.

Updated May 2026 · 4 min read
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Definition

Loan amortization is the schedule by which a fixed-payment loan is paid off — each payment covers the month’s interest plus enough principal to retire the loan at the end of the term. The schedule front-loads interest, which is why early prepayment dramatically accelerates payoff.

What it means

An amortized loan splits each fixed monthly payment into two parts: interest accrued over the past month (calculated on the remaining balance) and principal (everything else). Early in the loan, principal balance is large, so interest is large and principal portion is small. As you pay down, the interest portion shrinks and principal grows. By the end, almost every dollar retires principal. The amortization schedule is just the month-by-month breakdown — most loan documents include one. Spreadsheet trick: <code>=PMT(rate/12, term*12, -principal)</code> for monthly payment, then build the schedule in a table.

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Formula

M = P × [r(1+r)^n] / [(1+r)^n - 1]

Why it matters

Understanding amortization changes how you think about loans. The advertised rate is the same throughout, but the dollar cost of interest is wildly higher in early years. A $5,000 extra principal payment in year 1 of a 30-year mortgage saves about $30,000 in interest. The same $5,000 in year 25 saves about $1,000. This is also why refinancing into a fresh 30-year mortgage at a lower rate doesn&rsquo;t always save money — you&rsquo;re restarting the front-loaded schedule, which can wipe out the rate savings.

Example

30-year, $320,000 loan at 6.5%: monthly P&I $2,022. First month: $1,733 interest + $289 principal. Year 15 month: ~$1,000 interest + $1,000 principal. Last month: ~$11 interest + $2,011 principal. Total interest paid over 30 years: $408,000.

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Frequently asked questions

Are all loans amortized?

Most consumer loans (mortgage, auto, personal, student) are. Credit cards, lines of credit, and interest-only loans use different mechanisms. Bonds typically pay interest periodically with principal at maturity, not amortized.

How do I see my loan&rsquo;s amortization schedule?

Most lender portals show it. You can also build one in Excel using the PMT() and IPMT()/PPMT() functions, or use a free amortization-schedule generator.

What if I make extra payments?

They reduce principal directly, which reduces all future interest. Specify &lsquo;apply to principal&rsquo; on any extra payment so it doesn&rsquo;t get credited as a future scheduled payment.

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