Compound Interest Formulas

Mathematical formulas for compound interest calculations and exponential growth models

Basic Compound Interest Formula

Future Value Formula

Where:

  • A = Final amount (Future Value)
  • P = Principal amount (Present Value)
  • r = Annual interest rate (as a decimal)
  • n = Number of times interest is compounded per year
  • t = Time in years

Percentage Rate Formula

Where R is the annual interest rate as a percentage (e.g., 5% = 5).

Compound Interest Amount

Where CI is the compound interest earned.

Common Compounding Frequencies

Standard Frequencies

Annual Compounding (n = 1)

Semi-Annual (n = 2)

Quarterly (n = 4)

High-Frequency Compounding

Monthly (n = 12)

Daily (n = 365)

Continuous (n → ∞)

Derived Formulas

Calculate Principal (P)

Present Value formula - find initial investment needed.

Calculate Rate (r)

Find the interest rate required for growth.

Calculate Time (t)

Find time needed to reach target amount.

Calculate Compounding (n)

Find optimal compounding frequency (approximate).

Continuous Compounding Formulas

Continuous Compounding Formula

Where e ≈ 2.71828 is Euler's number (natural exponential base).

Continuous Interest Amount

Derived Continuous Formulas

Find Principal

Find Rate

Find Time

Doubling Time

Growth and Doubling Formulas

Rule of 72 (Approximation)

Where R is the annual percentage rate. This gives approximate doubling time in years.

Exact Doubling Time

Tripling Time

General Growth Factor

Time for investment to grow by factor k (e.g., k=2 for doubling, k=3 for tripling).

Effective Interest Rate

Effective Annual Rate (EAR)

The effective annual rate shows the actual annual return considering compounding frequency.

Continuous Effective Rate

Nominal to Effective Conversion

Example: 12% nominal rate compounded monthly

Related Annuity Formulas

Future Value of Ordinary Annuity

Where PMT is the periodic payment amount.

Present Value of Ordinary Annuity

Annuity Due Adjustment

Comparison with Simple Interest

Advantage of Compound Interest

Additional earnings from compounding vs simple interest.

Break-even Point

For very short periods, compound and simple interest are approximately equal:

Ratio of Compound to Simple Interest

Formula Applications

Example 1: Quarterly Compounding

Given: P = $10,000, r = 8% annually, n = 4 (quarterly), t = 5 years

Example 2: Finding Required Rate

Goal: $5,000 to grow to $8,000 in 6 years with monthly compounding

Example 3: Continuous vs Annual Compounding

Compare: $1,000 at 6% for 10 years

Annual:
Continuous: