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Sequences & series

Step a recurrence forward (loans, Markov, growth)

Advance a recurrence - a loan balance each month, a population each year - without retyping the previous value.

In short: Stepping a recurrence forward means applying a rule such as u(n+1) = a·u(n) + b again and again to generate later terms. You store the first value, enter the rule using the last-answer key, and press ENTER repeatedly. Use it for loans, population growth and Markov problems where each value depends on the one before.

When you'd use this

TI-84 Plus CECasio fx-CG50 and fx-CG100TI-Nspire CX

At a glance: TI-84 Plus CE, Casio fx-CG50 and TI-Nspire CX compared

 TI-84 Plus CECasio fx-CG50 and fx-CG100TI-Nspire CX
Key sequenceType the start value, ENTER; then the rule using 2nd → (−) (ANS), e.g. Ans×1.02−200, and press ENTER repeatedly.In Run-Matrix enter the start value, then the rule using Ans, and press EXE repeatedly; Recursion mode also tabulates aₙ₊₁.Enter the first value, then a formula referring to the previous answer; press ENTER repeatedly (or use a recursive spreadsheet column).

On a TI-84 Plus CE

  1. Write the rule, e.g. nextBalance = balance × 1.02 − 200, and the starting value.
  2. Type the start value, ENTER; then the rule using 2nd → (−) (ANS), e.g. Ans×1.02−200, and press ENTER repeatedly.
  3. Each ENTER/EXE gives the next term - count the presses to reach the term you need.

Tip: This Ans-recursion trick (rule using the last answer, then repeated ENTER) works for any step-by-step process.

On a Casio fx-CG50 and fx-CG100

  1. Write the rule, e.g. nextBalance = balance × 1.02 − 200, and the starting value.
  2. In Run-Matrix enter the start value, then the rule using Ans, and press EXE repeatedly; Recursion mode also tabulates aₙ₊₁.
  3. Each ENTER/EXE gives the next term - count the presses to reach the term you need.

Tip: This Ans-recursion trick (rule using the last answer, then repeated ENTER) works for any step-by-step process.

On a TI-Nspire CX

  1. Write the rule, e.g. nextBalance = balance × 1.02 − 200, and the starting value.
  2. Enter the first value, then a formula referring to the previous answer; press ENTER repeatedly (or use a recursive spreadsheet column).
  3. Each ENTER/EXE gives the next term - count the presses to reach the term you need.

Tip: This Ans-recursion trick (rule using the last answer, then repeated ENTER) works for any step-by-step process.

Related guides

Try it yourself

Here's a real IB-style question that uses exactly this technique.

Medium Calculator Paper 2 [3 marks]

A loan balance follows uₙ₊₁ = 1.05uₙ − 100, with u₁ = 1000. Find u₅, to the nearest whole number.

784
Mark it
Correct 3 / 3 marks
Worked solution & mark scheme:
M1 Step the recurrence forward 4 times from u₁
A1 784

Common questions

When would I need to step a recurrence relation forward in IB Maths?

Advance a recurrence - a loan balance each month, a population each year - without retyping the previous value. A recurrence relation describes a loan balance, population or investment changing each period. You need a term several steps ahead without retyping the previous value each time.

How do I step a recurrence relation forward on a TI-84 Plus CE?

1. Write the rule, e.g. nextBalance = balance × 1.02 − 200, and the starting value. 2. Type the start value, ENTER; then the rule using 2nd → (−) (ANS), e.g. Ans×1.02−200, and press ENTER repeatedly. 3. Each ENTER/EXE gives the next term - count the presses to reach the term you need.

How do I step a recurrence relation forward on a Casio fx-CG50 and fx-CG100?

1. Write the rule, e.g. nextBalance = balance × 1.02 − 200, and the starting value. 2. In Run-Matrix enter the start value, then the rule using Ans, and press EXE repeatedly; Recursion mode also tabulates aₙ₊₁. 3. Each ENTER/EXE gives the next term - count the presses to reach the term you need.

How do I step a recurrence relation forward on a TI-Nspire CX?

1. Write the rule, e.g. nextBalance = balance × 1.02 − 200, and the starting value. 2. Enter the first value, then a formula referring to the previous answer; press ENTER repeatedly (or use a recursive spreadsheet column). 3. Each ENTER/EXE gives the next term - count the presses to reach the term you need.

What should I watch out for when I step a recurrence relation forward?

This Ans-recursion trick (rule using the last answer, then repeated ENTER) works for any step-by-step process.

How are marks awarded when I step a recurrence relation forward in an IB exam?

In the worked example on this page (3 marks, Paper 2), the marks are: M1: Step the recurrence forward 4 times from u₁; A1: 784.

Practise with your calculator

Questions that need this technique link back to this guide. Try one in practice mode, or see every GDC guide.