Every loan you’ll ever meet — mortgage, car finance, personal loan — is the same machine wearing different paperwork. Interest accrues on the balance; your payment covers the interest and chips at the rest. That’s it. The paperwork, though, shows you a monthly payment and an APR and hopes you’ll stop reading — while the machine’s most important behaviours stay out of sight.
An amortisation table is the machine with the cover off: one row per month, showing exactly where every pound of every payment goes. It takes ten minutes to build and it permanently changes how you read loan paperwork.
Usual honesty: this is for understanding credit, not choosing it — real agreements have fees and clauses the model can’t see.
Three functions do the arithmetic
Excel has the loan maths built in. For a £15,000 car loan at 7%
over 5 years — inputs in named cells loan, rate, months:
=PMT(rate/12, months, -loan) → £297.02 per month
(The minus sign is loan-convention: money you received is
negative from the lender’s view. Feed PMT a positive loan and
the answer just arrives negative — same number.)
Its siblings split any single month: IPMT gives the interest
share of payment n, PPMT the capital share. You could stop
here — but the table is where the understanding lives.
The table: one row per month
Columns: month, opening balance, interest, capital, closing
balance. Row one starts at loan; every row after says:
interest =B2 * rate/12
capital =payment - C2
closing =B2 - D2
Copy down months rows — fill-handle work
— and the closing balance should land on zero at the final row
(within a rounding whisker). If it doesn’t, an input
is wrong: the model just audited the paperwork for you.
Now read what the paperwork didn’t show:
Early payments are mostly interest. Month one of that car loan: £87.50 interest, £209.52 capital. The split improves every month — but on long loans the early years are heavily rent, which is why a 25-year mortgage’s first years barely dent the balance.
The true cost is the sum of a column. =SUM the interest
column: £2,821 on that £15,000 loan. Not the APR, not a monthly
drip — a single number you can weigh against alternatives, like
the TCO stack it
belongs inside if it’s a car.
Term is the expensive dial. Rebuild at 7 years and the payment falls to £226 — but total interest jumps to £4,003. “Lower monthly payment” usually means more months of interest, and the salesperson’s favourite dial is now one you can price.
What overpaying really does
Add an extra column and subtract it in the closing balance.
Watch two things happen: the zero row arrives early, and —
because every subsequent month’s interest is computed on a
smaller balance — the interest column shrinks all the way down.
A £50/month overpayment on that 5-year loan saves ~£360 of
interest and ends it five months early; on a long mortgage the
same experiment produces numbers people don’t believe until
their own table shows them.
Whether overpaying beats investing the same £50 is its own model — this table is the machine both arguments stand on.
Build it once with real paperwork beside you. After that, every loan offer you ever read is just a row-one you can extend — and nobody gets to hope you’ll stop reading again.