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Refinance Calculator

Enter your current loan and a new rate to compare payments, lifetime interest, and how many months until refinance savings cover the closing costs.

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Current payment

$2,325.90

New payment

$2,149.29

Monthly savings

$176.60

Break-even point

23 months

Lifetime interest change

$38,384.87

ScenarioMonthlyLifetime interest
Current loan$2,325.90$258,215.23
Refinanced loan$2,149.29$219,830.36

Break-even = closing costs ÷ monthly savings. If the new rate is higher, there is no break-even.

How to use Refinance Calculator

This refinance calculator helps you decide whether replacing your current mortgage with a new loan is worth it. Enter your existing balance, rate and remaining term alongside the new rate, term and closing costs to compare monthly payments, lifetime interest and — most importantly — the break-even point, the number of months it takes for your monthly savings to recover the upfront costs of refinancing.

  1. Enter your current loan balance, interest rate and remaining months.
  2. Enter the new interest rate and new loan term you are considering.
  3. Add the estimated closing costs for the refinance.
  4. Compare the current and new monthly payments and the monthly savings.
  5. Check the break-even point to see how long until the move pays off.

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How the break-even point works

Refinancing usually carries closing costs — appraisal, origination and title fees — that you pay upfront to secure a lower rate. The break-even point is those closing costs divided by your monthly payment savings, rounded up to whole months. If you plan to keep the home and loan beyond that point, refinancing saves money; if you might move or refinance again sooner, the upfront costs may never be recovered. A higher new rate produces no monthly savings and therefore no break-even.

Break-even at different savings levels
Closing costsMonthly savingsBreak-even
$4,000$20020 months
$4,000$15027 months
$6,000$25024 months

Beyond the monthly payment

A lower monthly payment can be appealing, but extending the term can increase the total interest you pay even at a lower rate, because you are borrowing for longer. Compare the lifetime interest of both loans, not just the monthly figure. Refinancing into a shorter term often raises the payment but slashes total interest, while cash-out refinancing increases the balance. Always weigh the break-even point against how long you realistically expect to keep the loan.

Worked examples

Rate drop

Inputs: $300k · 7%→6% · 240 mo · $4k costs

Result: Lower payment · break-even in ~20 months

Higher new rate

Inputs: new rate above current

Result: No savings · no break-even

Glossary

Refinance
Replacing an existing loan with a new one, usually to get a better rate or term.
Break-even point
The number of months of savings needed to recover refinancing closing costs.
Closing costs
Upfront fees paid to set up the new mortgage.
Lifetime interest
The total interest paid over the entire life of a loan.
Cash-out refinance
Refinancing for more than you owe to take the difference as cash.

Related reading

Frequently Asked Questions

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Why use Refinance Calculator?

  • Transparent formulas so you understand every calculation
  • Supports multiple currencies and regional tax rules
  • Saves you from spreadsheet errors with validated inputs
  • Shareable results for discussions with advisors or partners

Common use cases

  • Calculate how long to pay off a credit card balance
  • Model different mortgage scenarios before house hunting
  • Forecast investment growth with compound interest
  • Break even analysis for a new product or service
  • Compare net salary after tax across different countries

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