Excel Amortization Schedule Deluxe Edition (Windows)

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Quickly and easily create loan amortization schedules in Excel with the Excel Amortization Schedule Deluxe Edition.
  • Flexible and easy to use. No learning curve if you already use Excel.
  • Choose from six different loan types (all included):
– Fixed Rate Traditional
– Fixed Rate Balloon
– Fixed Rate Interest-Only
– Adjustable Rate Traditional
– Adjustable Rate Balloon
– Adjustable Rate Interest-Only
  • Excel amortization schedule that shows you the amount of each loan payment over time.
  • Loan summary provides key information about the number of payments required, loan payoff date and total interest paid over the life of the loan.
  • Intuitive graph shows the proportion of each payment that is applied to principal vs. interest during the term of the loan.
  • Loans may have up to 1,000 payment periods and the payment frequency is fully adjustable.
  • An extra unscheduled payment amount may be added to each payment period of the loan.
  • Full amortization schedule and chart showing the breakdown of principal and interest payments over time are both automatically created.
  • Works with Excel 2016, Excel 2013, Excel 2010 and Excel 2007.
  • Works with Windows 10, Windows 8, Windows 7, Windows Vista.
  • Please choose the desired number of users above. Depending on the license you choose, this software may be installed on between one (1) and twenty-five (25) device(s).
The Excel Amortization Schedule Deluxe Edition is a collection of six Microsoft Excel spreadsheets that let you quickly determine how different loan terms affect your payment obligations.

The primary feature of each spreadsheet is an Excel amortization schedule that shows you the amount of each loan payment over time.

Another great feature of each spreadsheet is a loan summary that provides key information about the number of payments required, loan payoff date and total interest paid over the life of the loan.

In addition to the amortization schedule and loan summary, each spreadsheet contains a graph showing the proportion of each payment that is applied to principal vs. interest during the term of the loan.

Amortization Schedules for Six Loan Types

The Excel Amortization Schedule Deluxe Edition contains six spreadsheets that are listed below:

Fixed Rate Traditional Amortization Schedule:
The Fixed Rate Traditional Amortization Schedule is used for analyzing traditional fixed rate loans such as fixed rate mortgages and car loans. The loan may have up to 1,000 payment periods and the payment frequency is fully adjustable. An extra unscheduled payment amount may be added to each payment period.

The loan summary includes: Scheduled Payment Amount, Scheduled Number of Payments, Actual Number of Payments, Loan Payoff Date, Total Amount of Extra Payments and Total Interest Paid.

A full amortization schedule and a chart showing the breakdown of principal and interest payments over time are both automatically created.

Fixed Rate Balloon Amortization Schedule:
The Fixed Rate Balloon Amortization Schedule is a great tool for analyzing loans that require a large balloon payment at the end of the loan term. The loan may have up to 1,000 payment periods. The payment frequency, amortization basis and fixed rate payment period are all fully adjustable. An extra unscheduled payment amount may be added to each payment period.

The loan summary includes: Scheduled Payment Amount, Scheduled Number of Payments, Actual Number of Payments, Loan Payoff Date, Total Amount of Extra Payments, Total Interest Paid and Balloon Payment Amount.

A full amortization schedule and a chart showing the breakdown of principal and interest payments over time are both automatically created.

Fixed Rate Interest Only Amortization Schedule:
The Fixed Rate Interest Only Amortization Schedule is used for analyzing fixed rate loans that have a predetermined period when only interest payments are required. This results in lower payments in the early part of the loan and higher payments in the latter part of the loan. The loan may have up to 1,000 payment periods. The payment frequency and interest only period are all fully adjustable. An extra unscheduled payment amount may be added to each payment period.

The loan summary includes: Scheduled Payment Amount During Interest Only Period, Scheduled Payment Amount After Interest Only Period, Scheduled Number of Payments, Actual Number of Payments, Loan Payoff Date, Total Amount of Extra Payments and Total Interest Paid.

A full amortization schedule and a chart showing the breakdown of principal and interest payments over time are both automatically created.

Adjustable Rate Traditional Amortization Schedule:
The Adjustable Rate Traditional Amortization Schedule is used for analyzing traditional adjustable rate loans such as adjustable rate mortgages and car loans. The loan may have up to 1,000 payment periods and the payment frequency is fully adjustable. An extra unscheduled payment amount may be added to each payment period. In addition, the interest rate is adjustable for every payment period in the loan.

The loan summary includes: Scheduled Number of Payments, Actual Number of Payments, Loan Payoff Date, Total Amount of Extra Payments and Total Interest Paid.

A full amortization schedule and a chart showing the breakdown of principal and interest payments over time are both automatically created. Because scheduled payments for adjustable rate loans can vary by each payment period, the Scheduled Payment Amount is listed for each payment period in the Amortization Schedule instead of the Loan Summary.

Adjustable Rate Balloon Loan:
The Adjustable Rate Balloon Amortization Schedule is a great tool for analyzing adjustable rate loans that require a large balloon payment at the end of the loan term. The loan may have up to 1,000 payment periods. The payment frequency, amortization basis and adjustable rate payment period are all fully adjustable. An extra unscheduled payment amount may be added to each payment period. In addition, the interest rate is adjustable for every payment period in the loan.

The loan summary includes: Scheduled Number of Payments, Actual Number of Payments, Loan Payoff Date, Total Amount of Extra Payments, Total Interest Paid and Balloon Payment Amount.

A full amortization schedule and a chart showing the breakdown of principal and interest payments over time are both automatically created. Because scheduled payments for adjustable rate loans can vary by each payment period, the Scheduled Payment Amount is listed for each payment period in the Amortization Schedule instead of the Loan Summary.

Adjustable Rate Interest Only Loan:
The Adjustable Rate Interest Only Amortization Schedule is used for analyzing adjustable rate loans that have a predetermined period when only interest payments are required. This results in lower payments in the early part of the loan and higher payments in the latter part of the loan. The loan may have up to 1,000 payment periods. The payment frequency and interest only period are all fully adjustable. An extra unscheduled payment amount may be added to each payment period. In addition, the interest rate is adjustable for every payment period in the loan.

The loan summary includes: Scheduled Number of Payments, Actual Number of Payments, Loan Payoff Date, Total Amount of Extra Payments and Total Interest Paid.

A full amortization schedule and a chart showing the breakdown of principal and interest payments over time are both automatically created. Because scheduled payments for adjustable rate loans can vary by each payment period, the Scheduled Payment Amount is listed for each payment period in the Amortization Schedule instead of the Loan Summary.

Flexible Excel Amortization Schedule Template

The Excel Amortization Schedule Deluxe Edition is extremely flexible and easy to use.

The currency and date formats in each of the six amortization schedule spreadsheets are easily changed using drop-down boxes at the top of the page.

Supported Currencies: USD/CAD, GBP, Euro

Supported Date Formats: MM/DD/YYYY, DD/MM/YYYY

You may further customize the spreadsheets by modifying the formulas to fit your needs.

The Excel Amortization Schedule Deluxe Edition is a quick and easy way to analyze your loans.

These spreadsheets were designed by a CFA charterholder.

The Excel Amortization Schedule Deluxe Edition is the perfect solution for quickly and easily creating amortization schedules in Excel.
Works with Excel 2007-2016.

Please choose the desired number of users above. Depending on the license you choose, this software may be installed on between one (1) and twenty-five (25) device(s).

You must have the following OS and Excel version to use this software:
1. Windows 10, Windows 8, Windows 7 or Windows Vista.
2. One of the following versions of Excel for Windows: Excel 2016, Excel 2013, Excel 2010 or Excel 2007.

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