Finance calculator

Simple Interest Calculator With Steps, Schedule & XLSX

Calculate simple interest on the original principal — and solve for the end balance, the principal, the rate, or the term. Use a rate per year, month, or day and a term in years, months, and days. See step-by-step math, a balance schedule, a simple vs compound comparison, and download a formula-driven Excel report, in any currency.

Free, no sign-in Solve balance, principal, rate or term Rate per year, month or day Term in years, months & days 7-sheet Excel report

Educational estimate based on your inputs — not financial advice. Real bank and loan terms may differ.

Simple interest is charged on the original principal only. If you want interest that earns interest over time, or regular deposits, use the Compound Interest Calculator or the Savings Calculator.

What do you want to calculate?

Calculate End Balance

Enter your numbers

$

The amount you start with — for example a deposit or loan balance.

%

Rate per year.

Term

Enter any combination — for example 5 years, or 18 months, or 90 days.

Advanced optionsStandard

By default, negative rates and a loss (end balance below principal) are blocked to prevent mistakes. Turn this on to model a discount or a falling balance.

Calculate End Balance · result

End balance / maturity value

$12,500.00

5% per year · 5 years

End balance

$12,500.00

Principal + interest

Total interest

$2,500.00

Principal

$10,000.00

80.0% of balance

Rate per year

5%

annual simple

Term

5 years

5 years

Interest per year

$500.00

constant each period

Principal vs interest

Principal $10,000 (80.0%)Interest $2,500 (20.0%)

Per year

$500.00

Per month

$41.67

Per day

$1.37

A 7-sheet workbook: summary, inputs, steps, a formula-driven schedule, simple vs compound, methodology, and sources.

What this means

At 5.00% simple interest per year for 5 years, $10,000.00 earns $2,500.00 in interest, so the total amount becomes $12,500.00. Because this is simple interest, the same $500.00 is added every year — interest never earns interest.

Educational estimate based on your inputs. Simple interest is charged on the original principal only and does not compound. Real bank, loan, and tax terms may differ.

Calculation steps

Exactly how the result for “Calculate End Balance” was worked out.

  1. 1. Number of periods

    Formula: periods = term expressed in the rate’s unit

    Substitution: 5 years → 5 years

    = 5 years

    Periods = term ÷ one year = 5 years (1 year = 12 months = 365 days).

  2. 2. Interest

    Formula: Interest = Principal × Rate × Periods

    Substitution: $10,000.00 × 5.00% × 5

    = $2,500.00

    Interest is charged on the original principal only — it does not compound.

  3. 3. End balance

    Formula: End Balance = Principal + Interest

    Substitution: $10,000.00 + $2,500.00

    = $12,500.00

    The maturity value: principal returned plus the interest earned or owed.

Visual breakdown

Simple interest grows in a straight line. Each chart has a data table beneath it for exact figures.

Balance growth

The balance rising in equal yearly steps as interest is added to the original principal.

Grows from $10,000 to $12,500 over 5 years — a straight line because interest does not compound.

Show data table
year #Balance
0$10,000
1$10,500
2$11,000
3$11,500
4$12,000
5$12,500

Principal vs interest

How the end balance splits between the money you started with and the interest it earns.

80.0% principal and 20.0% interest in the $12,500 end balance.

Show data table
ComponentAmountShare
Principal$10,00080.0%
Interest$2,50020.0%

Interest schedule

Period-by-period, by year. The same interest is added every year because it does not compound.

#yearOpeningInterest this periodCumulative interestClosing balance
1Year 1$10,000.00$500.00$500.00$10,500.00
2Year 2$10,500.00$500.00$1,000.00$11,000.00
3Year 3$11,000.00$500.00$1,500.00$11,500.00
4Year 4$11,500.00$500.00$2,000.00$12,000.00
5Year 5$12,000.00$500.00$2,500.00$12,500.00

Simple vs compound interest

The same 5% annual rate over 5 years, if it compounded once a year instead of staying simple. Educational comparison only.

Simple interest total

$12,500.00

$2,500.00 interest

Compound (yearly) total

$12,762.82

$2,762.82 interest

Difference

+$262.82

compound − simple

Compounding can produce a different result because interest is added to the balance and can earn interest later. Want compounding, frequencies, or regular deposits? Use the Compound Interest Calculator.

End balance$12,500
Result

Simple interest is charged on the original principal only: Interest = Principal × Rate × Time, and the end balance is the principal plus that interest. The same amount is added every period because interest never earns interest. For interest that earns interest, use the Compound Interest Calculator.

Quick answers

What is the simple interest formula?

Interest = Principal × Rate × Time, where the rate and the time use the same period (per year with years, per month with months, and so on). The end balance is the principal plus the interest. Because it is simple interest, the rate always applies to the original principal — interest never earns interest.

How do I calculate simple interest?

Enter your principal, the rate and its period (per year, month, or day), and the term in years, months, and days. The calculator multiplies principal by the rate by the number of periods to get the interest, then adds it to the principal for the end balance — and shows every step.

How do I find the principal, rate, or time?

Switch the “What do you want to calculate?” mode. Principal = End Balance ÷ (1 + Rate × Time). Rate = Interest ÷ (Principal × Time). Time = Interest ÷ (Principal × Rate). The calculator rearranges the same formula for you and shows the working.

What is the difference between simple and compound interest?

Simple interest is charged only on the original principal, so the same amount is added each period. Compound interest is added to the balance and then earns interest itself, so it grows faster over time. This page shows a side-by-side comparison at the same rate.

How does the monthly or daily rate work?

A monthly rate is multiplied by the number of months and a daily rate by the number of days. The calculator also shows the annual-equivalent simple rate (monthly × 12, or daily × 365) so you can compare it with an annual figure.

Is simple interest used in real loans?

Yes — many short-term loans, some car loans, bonds, certificates, and bridging or personal loans quote simple interest, and most savings products use compound interest. Always check the exact terms, day-count, and fees with the lender or bank, because real products can differ from this estimate.

How to use this simple interest calculator

  1. Choose what to calculate. Pick End Balance, Principal, Interest Rate, or Term using the tabs at the top.
  2. Enter the known values. Add the figures you have — principal, end balance, rate, and term — leaving out the one you are solving for.
  3. Set the rate period and term. Choose whether the rate is per year, month, or day, and enter the term in years, months, and days.
  4. Read the result and steps. See the answer, the per-period interest, the balance schedule, and the step-by-step math.
  5. Compare and export. Check the simple vs compound comparison, then download the 7-sheet Excel report built from your exact inputs.

The formula

Simple interest

I = P × r × t

P is the principal, r the rate per period, t the number of periods. The rate and time must use the same period.

End balance

A = P + I = P × (1 + r × t)

The maturity value: the principal returned plus the interest earned or owed.

Solve for principal, rate, time

P = A / (1 + r×t) · r = I / (P×t) · t = I / (P×r)

The same identity rearranged. Each calculator mode does one of these.

Annual equivalent

annual = rate × periods per year

A monthly rate × 12, or a daily rate × 365 — there is no compounding in simple interest.

This calculator uses a 365-day year (1 year = 12 months = 365 days), so the number of periods is the term in years times the periods per year. Real products may use a different day-count.

A practical guide to simple interest

What simple interest calculates

Simple interest is the interest charged on the original principal only — the amount you started with — for the whole length of the loan or deposit. It never earns interest on past interest, so the amount added each period stays the same. That makes it easy to predict: if $10,000 earns $500 of interest in the first year, it earns exactly $500 in every later year too.

This calculator works out the four quantities that describe a simple-interest situation: the principal, the rate, the time, and the resulting interest and end balance. Tell it any three and it solves for the fourth, and it shows the per-period interest, a balance schedule, and how the same rate would behave if it compounded instead.

The simple interest formula

The core formula is Interest = Principal × Rate × Time, often written I = P × r × t. The rate and the time must use the same period: an annual rate with a number of years, a monthly rate with a number of months, or a daily rate with a number of days. The end balance, or maturity value, is simply A = P + I = P × (1 + r × t).

From that one formula every other answer follows by rearranging it. The principal is P = A ÷ (1 + r × t); the rate is r = I ÷ (P × t); and the time is t = I ÷ (P × r). This calculator does the rearranging for you in each mode and shows the substituted numbers so you can follow along or check your own working.

How to calculate simple interest for years

When the rate is annual and the term is in whole years, the math is direct: multiply the principal by the annual rate by the number of years. For example, $5,000 at 6% per year for 3 years earns 5,000 × 0.06 × 3 = $900 in interest, for an end balance of $5,900.

If the term includes part of a year, the same formula still applies with a fractional time. $5,000 at 6% for 2 years and 6 months is 2.5 years, so the interest is 5,000 × 0.06 × 2.5 = $750. Enter the years, months, and days separately and the calculator converts them for you.

How to calculate simple interest for months

If your rate is quoted per month, multiply the principal by the monthly rate by the number of months. $2,000 at 1% per month for 9 months earns 2,000 × 0.01 × 9 = $180. The calculator also reports the annual-equivalent simple rate — here 1% per month is 12% per year — so you can compare it with annual offers.

If your rate is annual but you want a result for a number of months, set the rate to “per year” and enter the months in the term. The tool converts months to a fraction of a year (one month is treated as 1/12 of a year) and applies the annual rate to that fraction.

How to calculate simple interest for days

For a daily rate, multiply the principal by the daily rate by the number of days. Short-term and bridging loans are sometimes quoted this way. The calculator shows the annual-equivalent simple rate as the daily rate × 365, which makes a small-looking daily number easier to judge.

This calculator uses a 365-day year, so one month is treated as 365 ÷ 12 ≈ 30.44 days. Some banks and lenders use a 360-day year or count actual days differently, which can change the interest by a small amount. For exact figures on a real product, use the day-count method stated in its terms.

How to find the principal

If you know the end balance you want and the rate and time, switch to the Principal mode. The calculator rearranges the formula to P = End Balance ÷ (1 + Rate × Time). For example, to end with $12,500 after 5 years at 5% per year, you would need 12,500 ÷ (1 + 0.05 × 5) = 12,500 ÷ 1.25 = $10,000.

This is useful when you are working backwards from a goal — for instance, how much to deposit now to reach a target, or how large a loan corresponds to a known final repayment under simple interest.

How to find the rate

If you know the principal, the end balance, and the time, the Rate mode solves r = Interest ÷ (Principal × Time), where the interest is the end balance minus the principal. Turning $10,000 into $12,500 over 5 years implies 2,500 ÷ (10,000 × 5) = 5% per year.

You can choose whether the answer is expressed per year, per month, or per day, and the calculator always shows the annual-equivalent simple rate alongside it so the figure is easy to compare.

How to find the term

If you know the principal, the end balance, and the rate, the Term mode solves t = Interest ÷ (Principal × Rate). Reaching $2,500 of interest on $10,000 at 5% per year takes 2,500 ÷ (10,000 × 0.05) = 5 years. The result is shown in years, months, and days.

The rate must be above zero to solve the term — at a zero rate no amount of time produces interest. The end balance must also be above the principal for a positive answer, since simple interest cannot turn a smaller balance into a larger one without time at a positive rate.

Simple interest vs compound interest

The key difference is what the rate is applied to. Simple interest always applies the rate to the original principal, so the interest added each period is constant and the balance grows in a straight line. Compound interest applies the rate to the running balance, so past interest earns interest too and the balance curves upward over time.

Over short periods the two are close, but the gap widens the longer the money is invested or borrowed and the higher the rate. At 5% for 5 years, $10,000 grows to $12,500 with simple interest but about $12,762.82 if it compounds once a year — a difference of $262.82. The comparison card on this page shows this for your own numbers; for full compounding, frequencies, and contributions, use the Compound Interest Calculator.

Where simple interest is commonly used

Simple interest shows up in many short-term and fixed arrangements: some car and personal loans, short-term and bridging loans, certain bonds and certificates, promissory notes, and many textbook and exam problems. It is also a clear way to quote interest when the term is short enough that compounding makes little difference.

Most everyday savings accounts, credit cards, and mortgages use compound interest instead, because interest is added to the balance regularly. Always read the product’s terms to see which method, period, and day-count it uses — the wording “simple interest” or “compounded monthly/daily” tells you which calculator to reach for.

When this calculator should not be used

Do not use this tool when interest compounds — for savings accounts that add interest monthly, credit cards, or most mortgages — because it would understate how the balance grows. For those, use the Compound Interest Calculator or the Savings Calculator. It also does not model regular deposits or withdrawals, changing rates, fees, taxes, or penalties.

It is an educational estimate, not a quote or a statement. For an exact figure on a real loan or deposit, use the rate, period, day-count convention, and fees stated in the product’s own terms, and confirm with the lender or bank.

Worked examples

1. End balance from principal, rate, and time

A $10,000 deposit at 5% per year for 5 years earns 10,000 × 0.05 × 5 = $2,500 in interest, so the end balance is $12,500. Because it is simple interest, exactly $500 is added each year.

2. Finding the principal

To reach $12,500 after 5 years at 5% per year, you would need 12,500 ÷ (1 + 0.05 × 5) = 12,500 ÷ 1.25 = $10,000 to start with.

3. A monthly rate over months

A $2,000 short-term loan at 1% per month for 9 months charges 2,000 × 0.01 × 9 = $180 in interest. That 1% per month is an annual-equivalent simple rate of 12% per year.

4. Simple vs compound

The same $10,000 at 5% for 5 years reaches $12,500 with simple interest, but about $12,762.82 if it compounds once a year — a difference of about $262.82. The gap grows with longer terms and higher rates.

Assumptions & limitations

Assumptions

  • Interest is charged on the original principal only and does not compound.
  • A 365-day year is used: 1 year = 12 months = 365 days, so 1 month ≈ 30.44 days. The number of periods is the term in years × periods per year.
  • The rate and the term are matched: an annual rate uses years, a monthly rate uses months, a daily rate uses days; the annual-equivalent simple rate is the rate × periods per year.
  • Each schedule period adds the same interest; cumulative interest is rounded to the cent so the final balance matches the end balance exactly.
  • No taxes, fees, penalties, inflation, prepayments, or rate changes are included.

Limitations

  • Real products may use a 360-day year or actual/actual day counts, which changes daily and monthly figures slightly.
  • Most savings, credit cards, and mortgages compound — this tool is for simple interest only.
  • It does not handle regular contributions, withdrawals, variable rates, or fee schedules.
  • Results are educational estimates; verify exact figures with the lender, bank, or a qualified professional.

Not included by default: compounding, regular deposits or withdrawals, taxes, fees, penalties, inflation, and rate changes. For interest that earns interest, use the Compound Interest Calculator; for an exact figure on a real product, follow its own terms and day-count.

Frequently asked questions

What is the simple interest formula?

Interest = Principal × Rate × Time (I = P × r × t), with the rate and time in the same period. The end balance is A = P + I = P × (1 + r × t). Simple interest always applies the rate to the original principal, so the interest added each period is constant.

How do I calculate simple interest?

Multiply the principal by the periodic rate by the number of periods. For example, $10,000 at 5% per year for 5 years earns 10,000 × 0.05 × 5 = $2,500, for an end balance of $12,500. Enter your figures above and the calculator shows every step.

How do I calculate simple interest for months?

If the rate is per month, multiply principal × monthly rate × number of months. $2,000 at 1% per month for 9 months is 2,000 × 0.01 × 9 = $180. If your rate is annual, set it to “per year” and enter the months in the term — one month is treated as 1/12 of a year.

How do I calculate simple interest for days?

For a daily rate, multiply principal × daily rate × number of days. This calculator uses a 365-day year, so the annual-equivalent simple rate is the daily rate × 365. Some lenders use a 360-day year, which changes the figure slightly.

How do I find the principal in simple interest?

Use the Principal mode. Principal = End Balance ÷ (1 + Rate × Time). To end with $12,500 after 5 years at 5% per year, you need 12,500 ÷ 1.25 = $10,000.

How do I find the interest rate?

Use the Rate mode. Rate = Interest ÷ (Principal × Time), where interest is the end balance minus the principal. Turning $10,000 into $12,500 over 5 years implies a 5% per-year simple rate.

How do I find the time period?

Use the Term mode. Time = Interest ÷ (Principal × Rate). Earning $2,500 on $10,000 at 5% per year takes 5 years. The rate must be above zero and the end balance above the principal for a positive answer.

What is the difference between simple and compound interest?

Simple interest is charged on the original principal only, so the interest each period is constant and the balance grows in a straight line. Compound interest is added to the balance and then earns interest itself, so it grows faster over time. The gap widens with longer terms and higher rates.

Is simple interest used in real loans?

Yes. Some car loans, personal and short-term loans, bonds, and certificates use simple interest, while most savings accounts, credit cards, and mortgages compound. Always check the product’s terms, period, and day-count, because real figures can differ from this estimate.

Why is my actual bank interest different?

Banks may compound interest, use a 360-day year or a different day-count, charge fees, round differently, or change the rate over time. This calculator gives an educational simple-interest estimate from the numbers you enter; rely on the product’s own disclosure for exact amounts.

Related calculators

Tools that build on the same interest math:

  • Compound Interest CalculatorSee how savings grow as interest earns interest, with adjustable contributions and compounding frequency.
  • Savings CalculatorProject a savings balance — or solve how much to save for a goal — with monthly and annual deposits, APR/APY, tax, inflation, and a full schedule.
  • Interest Rate CalculatorFind the hidden interest rate in a loan from the amount, monthly payment, and term — for car, dealer, and personal loans, with fees and balloon support.
  • Loan CalculatorWork out the monthly payment, total interest, and payoff date for any fixed-rate loan from the amount, rate, and term.
  • APR CalculatorTurn a loan rate plus fees into the true annual percentage rate so you can compare offers on equal terms.
  • Personal Loan CalculatorEstimate repayments on an unsecured personal loan and see how the rate and term change what you pay overall.

Sources & methodology

Simple interest is computed as Interest = Principal × periodic Rate × Number of periods, with End Balance = Principal + Interest, using a 365-day year. The compound comparison uses A = P × (1 + r)ᵗ with annual compounding. Results are educational estimates. Links open in a new tab.

Finance disclaimer

This calculator is for educational and estimation purposes only. It is not financial, tax, legal, investment, lending, or professional advice. It models simple interest charged on the original principal, using a 365-day year (1 month = 365/12 days). Actual bank, loan, deposit, investment, and tax terms may use different day-count conventions, compounding, fees, or rounding, so results can differ. Please verify important numbers with a qualified professional, lender, or financial institution before making decisions.

Built and maintained by Calculator Matters, an independent calculator project. Method checked against the standard simple-interest identity I = P × r × t · Last reviewed June 8, 2026 · How we calculate · Found an error? corrections@calculatormatters.com