Formula Guide

The Excel PMT Function
explained simply

PMT calculates the regular payment needed to pay off a loan. The formula every finance professional uses for mortgages, car loans and business lending.

ExcelPro · 6 min read · Updated June 2026
Contents
  1. What does PMT do?
  2. Syntax
  3. 6 real examples
  4. IPMT and PPMT — interest vs principal
  5. Related financial functions
  6. Common mistakes
  7. FAQ

What does PMT do?

PMT calculates the fixed regular payment required to pay off a loan in full over a set number of periods, at a fixed interest rate. Give it the interest rate, the number of payments, and the loan amount — it returns the payment per period.

PMT is the core formula for mortgage calculations, car loan payments, business loan repayments, and any scenario where you need to know "how much will I pay each month?"

Syntax

=PMT(rate, nper, pv, [fv], [type])
ArgumentDescription
rate requiredInterest rate per period. For a 6% annual rate with monthly payments, use 6%/12 or 0.06/12.
nper requiredTotal number of payment periods. A 5-year monthly loan = 5*12 = 60.
pv requiredPresent value — the total loan amount today.
fv optionalFuture value — balance remaining after all payments. Default is 0 (loan fully repaid).
type optional0 = payment at end of period (default). 1 = payment at start of period.
⚠️ PMT returns a negative number

PMT returns a negative value because it represents money leaving your account. Use -PMT or ABS(PMT) to display it as a positive payment amount.

6 real examples

Example 1
Monthly mortgage repayment

Loan: £200,000. Annual rate: 4.5%. Term: 25 years. What is the monthly payment?

=-PMT(4.5%/12, 25*12, 200000) ← result: £1,111.85 per month

Divide the annual rate by 12 for monthly rate. Multiply years by 12 for number of monthly payments. Use -PMT to get a positive number.

Example 2
Using cell references (dynamic calculator)
=-PMT(B1/12, B2*12, B3) ← B1 = annual rate, B2 = years, B3 = loan amount

Reference cells makes it a live calculator — change any input and the monthly payment updates instantly. This is how mortgage calculators are built.

Example 3
Weekly loan payments
=-PMT(6%/52, 2*52, 10000) ← weekly payment on a 2-year £10k loan at 6%

Divide the annual rate by 52 for weekly rate. Multiply years by 52 for total weekly payments. The same logic applies to any payment frequency.

Example 4
Car loan with a balloon payment (future value)

You want to retain £5,000 value after 3 years (balloon payment at end).

=-PMT(5%/12, 3*12, 20000, 5000)

The fv argument sets how much remains after all payments — useful for personal contract purchase (PCP) car finance.

Example 5
Total interest paid over life of loan
Total paid = -PMT(rate/12, years*12, loan) * years*12 Total interest = Total paid - loan

Multiply the monthly payment by the number of payments to find total repaid. Subtract the original loan to find total interest paid — often a shocking figure.

Example 6
How much can I afford to borrow?

Use PV (the reverse of PMT) to find the loan amount you can afford given a monthly budget.

=PV(4.5%/12, 25*12, -1200) ← max loan if you can afford £1,200/month

IPMT and PPMT — interest vs principal breakdown

PMT tells you the total payment. IPMT and PPMT split it into interest and principal components for any given period.

Interest portion of payment 12: =IPMT(4.5%/12, 12, 25*12, -200000) Principal portion of payment 12: =PPMT(4.5%/12, 12, 25*12, -200000)

Use these to build a full loan amortisation schedule — a table showing how each payment splits between interest and principal repayment over the life of the loan.

FunctionAnswers
PMTWhat is the payment per period?
PVWhat loan can I afford given a payment?
RATEWhat is the interest rate given payment and term?
NPERHow many payments to pay off a loan?
FVWhat is the future value of an investment?
IPMTHow much interest is in a specific payment?
PPMTHow much principal is in a specific payment?

Common mistakes

⚠️ Not converting annual rate to period rate

PMT's rate argument must match the payment period. For monthly payments, divide the annual rate by 12. For quarterly payments, divide by 4. Using the annual rate directly gives a completely wrong answer.

⚠️ Not converting years to periods

nper must be the total number of payments, not years. For a 25-year monthly loan, nper = 25*12 = 300. Using 25 instead gives the payment for a 25-month loan — dramatically different.

⚠️ Forgetting the negative sign

PMT returns a negative number (outflow). Use -PMT or ABS(PMT) for a positive display. If you use the raw result in a further calculation, keep it negative — it represents money going out.

FAQ

Why does PMT give a different answer than my bank?
Banks may use slightly different compounding methods or include fees and charges. Excel PMT assumes fixed rate, fixed payment, compounded per period. For a close estimate it is accurate — but always get the official figures from your lender.
Can PMT calculate savings contributions?
Yes — PMT works for savings too. Set pv to 0 (nothing saved yet), fv to your target amount, and PMT returns the regular deposit needed to reach your goal. Use a negative fv if you want to show the target as money received.
What is the difference between PMT and NPV?
PMT calculates regular equal payments on a loan or savings plan. NPV calculates the present value of unequal future cash flows using a discount rate — used for investment appraisal, not loan repayments.
Can I calculate a variable rate mortgage with PMT?
Not directly — PMT assumes a fixed rate. For variable rates, build a period-by-period schedule where each row uses PMT with that period's rate and the outstanding balance as the new pv.

Practise PMT in financial scenarios

ExcelPro has PMT, PV, RATE and NPV exercises in the Accounting and Small Business tracks. Real loan scenarios, instant feedback, free to start.

Try financial exercises →

Related formulas

NPV PV FV RATE ROUND SUMPRODUCT