Topic · Arithmetic

Interest

Interest is the rent paid for borrowing money — or earned for lending it. Simple interest accrues linearly: each year adds a fixed amount. Compound interest accrues multiplicatively: each year's interest itself earns interest, so balances grow exponentially. Almost every real product (savings, mortgages, credit cards) compounds, and the gap between the two opens slowly at first and then dramatically.

What you'll leave with

  • The two formulas: simple $I = Prt$ and compound $A = P(1 + r/n)^{nt}$.
  • Why the compounding frequency $n$ matters — and why going from monthly to continuous barely moves the dial.
  • The rule of 72 for back-of-envelope doubling times.
  • The difference between a nominal rate and an effective annual rate (EAR / APY).
  • How partnership profits split when partners contribute different capital for different durations.

1. Simple interest

Simple interest

Interest computed only on the original principal, never on accumulated interest. The interest earned per period is the same forever.

If you put principal $P$ in an account paying rate $r$ per year (as a decimal, so 6% is $r = 0.06$) for $t$ years, the interest is

$$ I = P \, r \, t $$

and the final amount is

$$ A = P + I = P(1 + rt). $$

That's the entire model. The interest doesn't care that the account is larger this year than it was last year — it always computes on the starting principal. The amount $A$ grows as a straight line in $t$ with slope $Pr$.

Put $\$2{,}000$ in a 4%-simple account for 3 years and you earn $I = 2000 \times 0.04 \times 3 = \$240$. Final balance $\$2{,}240$. Wait 30 years and you've earned $\$2{,}400$ — exactly ten times what you earned in three. Linear in time, full stop.

Where you actually meet simple interest

Simple interest is rare in modern banking — almost every savings account, loan, and credit card compounds. You'll see it on some short-term commercial loans, in bond coupon arithmetic before reinvestment, and in textbook examples. Default-assume "compound" unless told otherwise.

2. Compound interest

Compound interest puts last period's interest into the principal so it earns interest too. Each period, the balance is multiplied by the same growth factor. If interest is added once a year at rate $r$, after $t$ years

$$ A = P(1 + r)^{t}. $$

Put $\$5{,}000$ in a 6%-annual-compounding fund for 5 years and you get $A = 5000 \times 1.06^{5} \approx \$6{,}691$. Simple interest at the same rate over the same span would have given $5000 + 5000 \cdot 0.06 \cdot 5 = \$6{,}500$. The compounding advantage is small at first — \$191 over 5 years — but it grows exponentially. Run the same comparison out to 30 years and compound delivers $\$28{,}717$ versus simple's $\$14{,}000$.

Compound interest formula

With compounding $n$ times per year at nominal annual rate $r$ for $t$ years,

$$ A = P\!\left(1 + \frac{r}{n}\right)^{nt}. $$

Each period, the per-period rate is $r/n$ and there are $nt$ periods.

The exponent $nt$ counts compounding events; the base $1 + r/n$ is the per-period growth factor. The annual case is $n = 1$; everything else is just a finer subdivision of the same idea.

Why CI > SI for $t \ge 2$

In year 2 of a compound account, last year's interest is itself earning interest. Simple interest only pays on the original principal forever. The gap is interest on interest — and that gap, year over year, also earns interest. The difference doesn't grow; it compounds.

3. The compounding-frequency lever

Banks advertise rates per year, but they don't all credit interest at the same cadence. The same nominal rate $r$ gives different amounts depending on $n$:

Frequency$n$Growth factor over 1 year at $r = 12\%$
Annually1$1.12^{1} = 1.1200$
Semi-annually2$1.06^{2} = 1.1236$
Quarterly4$1.03^{4} \approx 1.1255$
Monthly12$1.01^{12} \approx 1.1268$
Daily365$(1 + 0.12/365)^{365} \approx 1.1275$
Continuously$\infty$$e^{0.12} \approx 1.1275$

Two things to notice. Going from annual to monthly added about 68 basis points (0.68%). Going from monthly to continuous added… seven. The function $n \mapsto (1 + r/n)^{n}$ rises quickly at first and then flattens out into an asymptote — there is a hard ceiling on what frequency can buy you.

That ceiling is the rate $r$ itself. More frequent compounding helps a little; a higher rate helps a lot. If you have a choice between "5% compounded monthly" and "5.1% compounded annually", the second wins.

4. Continuous compounding (the limit)

If you keep slicing the year finer and finer, the growth factor approaches a limit:

$$ \lim_{n \to \infty} \left(1 + \frac{r}{n}\right)^{nt} = e^{rt}. $$

So continuous compounding gives

$$ A = P\, e^{rt}. $$

This is the cleanest of all the formulas because the awkward "per-period" rate disappears — there are no periods. It's also the upper bound: no compounding schedule can do better than $e^{rt}$ at a given nominal rate.

$\$1{,}000$ at 5% continuously for 10 years grows to $1000 \times e^{0.5} \approx \$1{,}648.72$. Annual compounding at the same rate gives $1000 \times 1.05^{10} \approx \$1{,}628.89$ — a \$20 difference over a decade.

Where this comes from

The number $e \approx 2.71828$ was discovered by Bernoulli in 1683 precisely while studying compound interest. The derivation of why that specific limit gives $e^{rt}$ — and why $e$ deserves to be called "the natural base" — is the subject of the algebra topic on exponential and logarithmic functions. Here we just use the result.

Where you'll meet continuous compounding outside textbooks: bond pricing, derivatives (Black–Scholes uses $e^{rt}$ as the risk-free growth factor), and any physical model where the rate of change is proportional to current size — radioactive decay, cooling bodies, unconstrained population growth. The arithmetic is identical; only the story changes.

5. Simple vs compound, on one chart

The two formulas live on the same axes. Simple interest is the straight line $A = P(1 + rt)$. Compound interest is the curve $A = P(1 + r)^{t}$. They start at the same point and have the same slope at $t = 0$ — for a moment they're indistinguishable. Then the curve takes off.

Compound $5{,}743 at t=30 Simple $2{,}800 at t=30 0 5 10 15 20 25 30 years $1k $2k $3k $4k $5k $6k $1{,}000 at 6%, over 30 years
Compound: $A = P(1 + r)^t$ Simple: $A = P(1 + rt)$

Read off the chart: at 10 years compound has pulled barely \$200 ahead of simple. By 20 years the gap is around \$1{,}000. By 30 years compound has roughly doubled simple's gain. The same rate, the same principal — the curve wins, and it wins by more every passing year.

6. The rule of 72

How long does money take to double at compound interest? Exactly:

$$ t_{\text{double}} = \frac{\ln 2}{\ln(1 + r)} \approx \frac{0.6931}{\ln(1 + r)}. $$

For small $r$, $\ln(1 + r) \approx r$, so $t_{\text{double}} \approx 0.693 / r \approx 69.3 / r\%$. People use 72 instead of 69.3 because it's close enough and divides cleanly by 2, 3, 4, 6, 8, 9, and 12 — perfect for mental math.

Rule of 72

Doubling time at compound annual rate $r\%$ is approximately

$$ t_{\text{double}} \approx \frac{72}{r\%}. $$

Best between roughly 5% and 12%; at higher rates use 73 or 75 for a closer fit.

RateRule of 72Exact (CI)
3%24 years23.45
6%12 years11.90
8%9 years9.01
12%6 years6.12
20%3.6 years3.80

There's a cousin for tripling — the rule of 114, since $\ln 3 \approx 1.0986$ and $1.0986/r$ is the analogous formula. Tripling time at 6% is roughly $114/6 = 19$ years. The same logic generates a rule for any target multiplier.

7. Nominal rate vs effective annual rate

Banks quote a nominal annual rate (also called APR for borrowing, stated rate for saving). But if interest is credited more than once a year, what you actually earn after a year is not that nominal number — it's the effective annual rate (EAR), also called APY (annual percentage yield) on the savings side.

Effective annual rate

For nominal annual rate $r$ compounded $n$ times per year,

$$ \text{EAR} = \left(1 + \frac{r}{n}\right)^{n} - 1. $$

For continuous compounding, $\text{EAR} = e^{r} - 1$.

Take 12% nominal compounded monthly: $(1 + 0.12/12)^{12} - 1 = 1.01^{12} - 1 \approx 0.1268$, so EAR ≈ 12.68%. That's the number you'd compare against a competing 12.5%-annual-compounding product to decide which is actually better.

Apples to apples

Comparing two rates with different compounding frequencies is meaningless until you convert both to EAR. US regulation requires deposit accounts to disclose APY for exactly this reason — and credit cards to disclose APR. Look for the effective number, not the nominal one.

8. Partnership: capital × time

Several people pool money in a venture. At year-end there's a profit. How do they split it?

If everyone contributed at the same time and stayed in for the same duration, the answer is intuitive: split in proportion to capital. A invests \$3{,}000, B invests \$4{,}500, both for the full year. Ratio $3 : 4.5 = 2 : 3$. A profit of \$1{,}500 splits \$600 / \$900.

The more interesting case is when partners join at different times or pull money out partway through. Each dollar has only been working for part of the year, and a fair split weights it by how long. The principle:

Each partner's share is proportional to their capital × time.

If A contributes $x_1$ for $t_1$ months and B contributes $x_2$ for $t_2$ months, then

$$ \frac{A\text{'s share}}{B\text{'s share}} = \frac{x_1\, t_1}{x_2\, t_2}. $$

The same logic extends to any number of partners and to capital that changes mid-year — just split each interval into "capital × duration" chunks and add them up.

A worked split

Ishan invests \$10{,}000 for the full 12 months. Jaya invests \$15{,}000 but only joins 4 months in — so she's in for 8 months. The business profits \$3{,}900.

  1. Ishan's capital-months: $10{,}000 \times 12 = 120{,}000$.
  2. Jaya's capital-months: $15{,}000 \times 8 = 120{,}000$.
  3. Ratio $1 : 1$. Each gets \$1{,}950.

Coincidence, not a rule: Jaya had more money but less time, and the products happened to match. Shift her entry by two months either direction and the split tilts.

Mid-year changes

A partner who invests \$10{,}000 and then withdraws \$2{,}000 after 4 months has capital-months $10{,}000 \times 4 + 8{,}000 \times 8 = 104{,}000$. Treat every change in capital as the boundary between two intervals and sum the contributions piecewise.

9. Common pitfalls

Mixing rate units and time units

The rate $r$ and the time $t$ must use the same time unit. An annual rate paired with months will silently give the wrong answer by a factor of 12. Convert one of them first.

"Compounded monthly" means split the rate

A "12% nominal, compounded monthly" rate is not 12% per month — it's $12\%/12 = 1\%$ per month applied 12 times per year. Reading this as "12% × 12 months" gives a comically wrong answer.

SI shortcuts don't survive frequency changes

The handy fact that the 2-year CI–SI difference equals $P r^{2}$ assumes annual compounding. For monthly or quarterly compounding, recompute from the formulas — the shortcut no longer applies.

Comparing nominal rates from different schedules

A "5% compounded daily" account is not better than a "5.1% compounded annually" account just because daily sounds finer. Convert both to EAR before deciding. The headline rate is marketing; the EAR is the truth.

Defaulting to simple for everyday products

Almost every consumer financial product in the real world compounds — savings accounts, mortgages, auto loans, student loans, credit cards. Reaching for $I = Prt$ when the problem says "savings account" usually means you've answered the wrong question.

10. Worked examples

Work each one with paper before opening the solution. Most mistakes are bookkeeping — wrong units, wrong $n$ — not algebra.

Example 1 · SI on a savings deposit

Arjun puts \$2{,}000 in a 4%-simple account for 3 years.

Step 1. Apply $I = Prt$:

$$ I = 2000 \times 0.04 \times 3 = \$240. $$

Step 2. Final balance:

$$ A = P + I = \$2{,}240. $$
Example 2 · CI with annual compounding

\$5{,}000 at 6% compounded annually for 5 years.

$$ A = 5000 \times 1.06^{5}. $$

Compute step by step: $1.06^{2} = 1.1236$, square that to get $1.06^{4} \approx 1.2625$, multiply once more by $1.06$ to get $1.06^{5} \approx 1.3382$.

$$ A \approx 5000 \times 1.3382 = \$6{,}691. $$

For comparison, simple interest would give $5000 + 5000 \times 0.06 \times 5 = \$6{,}500$. CI adds \$191.

Example 3 · Monthly compounding and EAR

Deepika deposits \$1{,}000 at 12% nominal, compounded monthly, for 1 year.

Step 1. Per-period rate: $0.12/12 = 0.01$. Periods: 12.

$$ A = 1000 \times 1.01^{12} \approx 1000 \times 1.1268 = \$1{,}126.83. $$

Step 2. Effective annual rate:

$$ \text{EAR} = 1.01^{12} - 1 \approx 0.1268 = 12.68\%. $$

So the headline 12% nominal actually earns 12.68% per year.

Example 4 · Continuous compounding

\$1{,}000 at 5% compounded continuously for 10 years.

$$ A = P e^{rt} = 1000 \times e^{0.05 \times 10} = 1000 \times e^{0.5}. $$

With $e^{0.5} \approx 1.6487$:

$$ A \approx \$1{,}648.72. $$

Annual compounding at the same rate gives \$1{,}628.89. The continuous edge is roughly \$20 over a decade.

Example 5 · Doubling via the rule of 72

Chetan wants to know how long money takes to double at 8% compounded annually.

Estimate. $72 / 8 = 9$ years.

Exact. $t = \dfrac{\ln 2}{\ln 1.08} \approx \dfrac{0.6931}{0.07696} \approx 9.006$ years.

The rule of 72 is essentially exact here, off by hundredths of a year.

Example 6 · Finding the rate

\$1{,}000 becomes \$1{,}210 in 2 years under annual compounding. What rate?

$$ 1.21 = (1 + r)^{2} \;\Longrightarrow\; 1 + r = \sqrt{1.21} = 1.10 \;\Longrightarrow\; r = 10\%. $$
Example 7 · Partnership with different durations

A invests \$6{,}000 for 8 months; B invests \$9{,}000 for 6 months. Profit \$680. Split?

Step 1. Capital-months:

  • A: $6000 \times 8 = 48{,}000$.
  • B: $9000 \times 6 = 54{,}000$.

Step 2. Ratio $48 : 54 = 8 : 9$. Total parts = 17.

Step 3. A's share: $680 \times 8/17 = \$320$. B's share: $680 \times 9/17 = \$360$.

Example 8 · SI vs CI over the long haul

\$1{,}000 at 10% for 20 years — both ways.

Simple: $1000 + 1000 \times 0.10 \times 20 = \$3{,}000$.

Compound (annual): $1000 \times 1.10^{20} \approx \$6{,}727.50$.

CI is 2.24× SI here. Over 30 years the ratio passes 3×; over 50 years it passes 7×. This is the entire reason people care about the difference.

Sources & further reading

For any specific calculation worth real money, double-check against a primary source. The references below cover the formal definitions, the regulatory side (nominal vs effective), and the broader landscape of financial mathematics.

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