Interest-Only Payment

Excel Formulas › Financial

All versionsSimple

On an interest-only loan, you pay just the interest — the balance never drops. The monthly payment is simply the balance times the periodic rate, no PMT needed.


Quick formula: interest-only payment for balance B1 at annual rate B2:
=B1 * B2/12
Balance times the monthly rate. Principal stays put, so the payment is constant until the interest-only period ends.

Functions used (tap for the full reference guide):

The example

$200,000 at 6% interest-only.

AB
1ItemValue
2Balance$200,000
3Monthly interest$1,000

The formula

The formula:

=B1 * B2/12 // 200,000 × 6%/12 = 1,000

How it works

How it works:

  1. Interest-only means the principal doesn’t amortize — you only cover the interest.
  2. The payment is balance × (annualRate / 12) — no PMT function required.
  3. It’s lower than an amortizing payment, but you owe the full balance at the end.
  4. Compare to the amortizing payment (PMT) to see how much principal you’re not paying down.

The balance never shrinks. Interest-only keeps payments low but builds no equity — and when the interest-only period ends, the payment jumps as principal kicks in. Always compare total cost against a standard amortizing loan.

Try it: interactive demo

Live demo

Balance and annual rate.

Monthly interest:

Variations

Annual interest

Per year:

=B1 * B2

Amortizing (compare)

With principal:

=PMT(B2/12, years*12, -B1)

IPMT (first payment)

Interest portion:

=IPMT(B2/12, 1, years*12, -B1)

Pitfalls & errors

No equity built. The principal is unchanged — you still owe the full balance.

Payment shock later. When interest-only ends, the amortizing payment is much higher.

Match the period. Divide the annual rate by 12 for monthly interest.

Practice workbook

📊
Download the free Interest-Only Payment practice workbook
An interest-only sheet with the annual, amortizing-compare, and IPMT variants, plus 4 challenges with answers. No sign-up required.

Frequently asked questions

How do I calculate an interest-only payment in Excel?
Multiply the balance by the periodic rate: =balance * annualRate/12. The principal doesn't change, so no PMT is needed.
How is interest-only different from a normal loan payment?
A normal payment (PMT) also pays down principal; interest-only covers only the interest, so the balance stays the same and no equity builds.
What happens when the interest-only period ends?
The loan becomes amortizing and the payment jumps, since principal must now be repaid over the remaining term.

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Related formulas: Calculate a loan payment · Amortization schedule · Mortgage PITI

Function references: PMT