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Updated August 31, 2026

In this guide
  1. The three components
  2. Calculated example
  3. Reading the schedule

The three components

Interest is charged on capital still owed. Amortization is the part that actually reduces principal. The outstanding balance is what remains after the period's adjustment and payments.

Payment = interest + amortization + costs

If the monthly rate is i and the opening balance is OB, basic interest is I = OB × i. A larger payment does not necessarily reduce more debt: insurance and fees do not amortize principal.

Calculated example

The module uses BRL 300,000, 360 months and the current median BCB fixed-rate mortgage observation. Its first, middle and final rows are generated at build time by the simulator's own engine.

BCB reference rate for fixed-rate real-estate financing: 2026-07, median of 3 institutions.

Parameters used

Financed amount
R$300,000.00
Term
360 months
Interest rate
14.9797% effective per year
System
SAC
Monthly adjustment
Extra amortization

Calculated results

ScenarioSAC
First paymentR$4,343.33
Last paymentR$844.29
Total interestR$633,557.33
Total paidR$933,557.33
Effective term360 months
Accumulated adjustmentR$0.00

Selected installments

Payment no.PaymentInterestAmortizationClosing balance
1R$4,343.33R$3,510.00R$833.33R$299,166.67
12R$4,236.08R$3,402.75R$833.33R$290,000.04
60R$3,768.08R$2,934.75R$833.33R$250,000.20
180R$2,598.09R$1,764.76R$833.33R$150,000.60
360R$844.29R$9.76R$834.53R$0.00
Outstanding balance over timeSAC
Outstanding balance over timeSAC
Open in simulator

Reading the schedule

Under SAC, scheduled amortization stays approximately constant. As the balance falls, interest and the payment decline. Read the balance chart with the table: cent rounding may place a small adjustment in the final payment.

To reconcile a lender statement, separate opening balance, monetary adjustment, interest, amortization, costs and closing balance. That prevents an insurance or indexation difference from being assigned to the wrong line.

What may differ in a contract

  • A contract may adjust the balance by TR or another index before calculating interest and amortization.
  • Insurance, fees and monthly charges may increase the payment without reducing principal.

Limits of this analysis

  • The example excludes MIP and DFI insurance, fees, taxes, arrears and renegotiation.
  • Actual dates may create proportional interest; this model uses regular monthly periods.

Sources and review