Refinance Savings Calculator

Refinance Savings is evaluated from Current Loan Balance, Current Interest Rate and Remaining Term. The calculation reports Current Monthly Payment, New Monthly Payment and Monthly Savings.

Results

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About the Refinance Savings Calculator

Refinance Savings is treated here as a quantitative relation between Current Loan Balance, Current Interest Rate, Remaining Term and New Interest Rate and Current Monthly Payment, New Monthly Payment, Monthly Savings and Lifetime Interest Savings.

The calculator uses a multi formula configuration. Each reported value is read as a direct evaluation of the stored rules with the declared field formats and units.

Formula basis:
Current Monthly Payment = Balance x r₁ x (1+r₁)^n₁ / [(1+r₁)^n₁ - 1]
New Monthly Payment = Balance x r₂ x (1+r₂)^n₂ / [(1+r₂)^n₂ - 1]
Monthly Savings = Current Payment - New Payment
Lifetime Savings = (Current Payment x n₁) - (New Payment x n₂) - Fees
Break-Even Months = Fees / Monthly Savings

Interpret the outputs in the order shown by the result fields. Optional inputs affect only the outputs that depend on those variables.

Formula & How It Works

The calculation applies the following relations exactly as recorded in the metadata:

Current Monthly Payment = Balance x r₁ x (1+r₁)^n₁ / [(1+r₁)^n₁ - 1]
New Monthly Payment = Balance x r₂ x (1+r₂)^n₂ / [(1+r₂)^n₂ - 1]
Monthly Savings = Current Payment - New Payment
Lifetime Savings = (Current Payment x n₁) - (New Payment x n₂) - Fees
Break-Even Months = Fees / Monthly Savings

Each output field is produced by substituting the supplied inputs into the relevant relation and then applying the declared rounding or text format.

Worked Examples

Example 1: Auto Loan Refinance After Credit Score Improvement

Inputs

current_balance: 18000 current_rate: 12.5 current_months: 48 new_rate: 6.9 new_months: 48 refi_fees: 150
Current Monthly Payment: $478.44. New Monthly Payment: $430.2. Monthly Savings: $48.24. Lifetime Interest Savings: $2,166. Break-Even: 3 months

With Current Loan Balance = 18,000, Current Interest Rate = 12.5, Remaining Term = 48 and New Interest Rate = 6.9 as the stated inputs, the result is Current Monthly Payment = $478.44, New Monthly Payment = $430.2 and Monthly Savings = $48.24. Each value corresponds to the declared output fields.

Example 2: Student Loan Refinance — Private Lender

Inputs

current_balance: 42000 current_rate: 6.53 current_months: 84 new_rate: 5.25 new_months: 84 refi_fees: 0
Current Monthly Payment: $624.29. New Monthly Payment: $598.57. Monthly Savings: $25.72. Lifetime Interest Savings: $2,160. Break-Even: 0 months

With Current Loan Balance = 42,000, Current Interest Rate = 6.53, Remaining Term = 84 and New Interest Rate = 5.25 as the stated inputs, the result is Current Monthly Payment = $624.29, New Monthly Payment = $598.57 and Monthly Savings = $25.72. Each value corresponds to the declared output fields.

Example 3: Personal Loan — Shorter Term Refi

Inputs

current_balance: 15000 current_rate: 14.99 current_months: 60 new_rate: 9.5 new_months: 48 refi_fees: 200
Current Monthly Payment: $356.77. New Monthly Payment: $376.85. Monthly Savings: -$20.08. Lifetime Interest Savings: $3,118. Break-Even: -10 months

With Current Loan Balance = 15,000, Current Interest Rate = 14.99, Remaining Term = 60 and New Interest Rate = 9.5 as the stated inputs, the result is Current Monthly Payment = $356.77, New Monthly Payment = $376.85 and Monthly Savings = -$20.08. Each value corresponds to the declared output fields.

Example 4: High-Rate to Low-Rate — Large Balance

Inputs

current_balance: 35000 current_rate: 18.99 current_months: 60 new_rate: 10.5 new_months: 60 refi_fees: 300
Current Monthly Payment: $907.73. New Monthly Payment: $752.29. Monthly Savings: $155.44. Lifetime Interest Savings: $9,026. Break-Even: 2 months

With Current Loan Balance = 35,000, Current Interest Rate = 18.99, Remaining Term = 60 and New Interest Rate = 10.5 as the stated inputs, the result is Current Monthly Payment = $907.73, New Monthly Payment = $752.29 and Monthly Savings = $155.44. Each value corresponds to the declared output fields.

Common Use Cases

  • Calculate monthly savings from refinancing a student loan
  • Find the break-even point for refinancing an auto loan
  • Compare current vs refinanced auto or personal loan total cost