InputsLive
Compounding
Initial principal
$
Monthly contribution
$/mo
Annual interest rate
%
Years
yrs
Result
Future value
$37,405
Interest: $15,405 · Invested: $22,000
Future value$37,405
Interest earned$15,405
Total invested$22,000
Growth factor1.7×

Hypothetical projection. Excludes taxes, inflation, and fees. Actual investment returns vary.

Results are estimates. Consult a professional.

How it's calculated

How the compound interest formula works

The compound interest formula is a single expression that handles every combination of lump-sum deposits and recurring contributions at any compounding frequency. Understanding its structure makes it easy to apply to savings accounts, retirement projections, investment portfolios, and loan amortisation alike.

The formula has two additive terms: the lump-sum term, which grows an initial deposit forward in time, and the annuity term, which accumulates the future value of a series of equal periodic payments. Either term can be zero — making the formula general enough to cover both scenarios.

Universal formula:
FV = PV × (1 + r/n)^(n×t) + PMT × ((1 + r/n)^(n×t) 1) / (r/n)
Annuity-due (deposits at START of each period):
FV = PV × (1 + r/n)^(n×t) + PMT × ((1 + r/n)^(n×t) 1) / (r/n) × (1 + r/n)
Corporate Finance Institute — Compound Interest Formula (derivation and variants).SEC Investor.gov — Compound Interest Calculator (formula verification).
Example

Worked example: $2,000/year at 8% compounded annually for 10 years

Example: no lump sum, $2,000/yr, 8% annual compounding, 10 years

Sam invests $2,000 at the end of every year in an account paying 8% annually, compounded annually. There is no initial lump sum. After 10 years the account holds $28,973. Sam paid in $20,000 total; compounding added $8,973.

PV = 0 (no lump sum), PMT = 2,000, r = 0.08, n = 1, t = 10
Growth factor = (1.08)^10 = 2.15892
PMT term = 2,000 × (2.15892 1) / 0.08
= 2,000 × 1.15892 / 0.08
= 2,000 × 14.4866 = $28,973
$28,973
$2,000 invested every year for 10 years at 8% annual compounding grows to $28,973. The $20,000 in contributions became nearly $29,000 — compounding added almost 45% on top of the money put in.
Quick reference

Future value of annual contributions at various rates

The table shows what a consistent annual contribution grows to over 10, 20, and 30 years at three common rates, using annual compounding and end-of-period deposits. No initial lump sum is included.

Annual contributionRate10 years20 years30 years
$1,2006%$15,817$44,143$94,870
$1,2008%$17,384$54,914$135,940
$1,20010%$19,125$68,730$197,394
$2,4006%$31,634$88,286$189,740
$2,4008%$34,768$109,828$271,880
$2,40010%$38,250$137,460$394,788
$6,0006%$79,085$220,714$474,349
$6,0008%$86,919$274,570$679,699
$6,00010%$95,625$343,650$986,964
$12,0006%$158,170$441,427$948,698
$12,0008%$173,838$549,140$1,359,398
$12,00010%$191,250$687,299$1,973,928

Annual contributions, end-of-period deposits, annual compounding. Source: Corporate Finance Institute compound interest formula methodology.

Practical tips

Tips for applying the compound interest formula

Knowing the formula is useful; knowing how to apply it correctly in real situations is even more so. These tips cover the most common points of confusion.

  • Match contribution frequency to compounding frequency — if you contribute monthly but compound annually, the formula slightly overstates the result. For accuracy, set n equal to your actual payment frequency when rates and contributions are on the same schedule.
  • Use annuity-due when deposits fall at the start of each period — some retirement accounts pull contributions at the beginning of each month. The annuity-due version adds one period of growth to the PMT term, producing a slightly higher result.
  • Solve backwards to find the required contribution — rearrange for PMT to find how much you need to save each period to hit a target FV: PMT = FV × (r/n) / ((1 + r/n)^(n×t) − 1).
  • Separate the two terms to understand each driver — compute the lump-sum term and the PMT term separately to see how much of the final balance comes from the initial deposit versus ongoing contributions.
  • Use real rates when comparing against inflation — subtract the expected inflation rate from the nominal rate (approximately) to estimate real purchasing-power growth rather than nominal growth.
Accuracy & limits

Accuracy and limitations

This calculator applies the exact closed-form compound interest formula. It assumes a constant interest rate, fixed equal periodic payments made at the end of each compounding period, and no taxes, fees, or inflation adjustments. It does not model variable contributions, irregular deposits, or rate changes. Real-world investment accounts are subject to market fluctuation, management fees, tax on gains, and changing contribution patterns — all of which will alter actual outcomes.

Results are for educational and planning purposes only and do not constitute financial advice. Consult a qualified financial adviser before making investment or savings decisions.

Glossary

Compound interest formula terms defined

The initial lump sum invested or deposited at time zero, before any interest accrues.
The total balance at the end of the term, after all interest and contributions have compounded.
The equal, recurring deposit made each compounding period (monthly, annually, etc.).
A series of equal payments made at the end of each period. This is the default assumption in the standard compound interest formula.
A series of equal payments made at the beginning of each period. Because each payment has one extra compounding period, the annuity-due result is always slightly larger than the ordinary annuity result.
The term (1 + r/n)^(n×t) — how much one dollar invested at time zero is worth at the end of the term. The entire formula scales by this factor.
About

About this compound interest formula calculator

This calculator runs entirely in your browser — nothing you enter is sent to any server.

Browse more in our finance calculators, or explore the complete library on the free calculators page.

Questions

Frequently asked questions about the free compound interest formula calculator

A compound interest formula calculator is a free online tool that helps you standard compound interest growth with periodic contributions. Universal compound interest formula with optional monthly deposits. It runs entirely in your browser with instant results and no sign-up.
No — actual loan terms depend on credit, income docs, and lender underwriting. Use this for planning and what-if scenarios; get a real Loan Estimate before making decisions.
When the calculator asks for them. PITI calculations include property tax, insurance, and PMI; raw P&I calculations don't.
Lenders round payment amounts and may include escrow buffers. Property tax and insurance change over time. Real payments vary 1-5% from these estimates.

Want a calculator built for your business?

Customize any of our 400+ tools to match your brand, or commission a new one tailored to how your business actually calculates — pricing, payroll, quotes, anything. Deployed on your domain, math runs in your visitors' browsers.