Borrowing

Refinance Break-Even Calculator

Compare an existing loan with a refinance offer and estimate the month when savings recover closing costs.

● Runs locally in your browserReviewed June 21, 2026

Enter your assumptions

Currency changes the display symbol only; formulas are currency-neutral.
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What this calculator helps you do

Compare current and proposed loan payments and estimate how long monthly savings take to recover refinance costs. The calculation runs entirely in your browser; SENNA Finance does not receive the values entered into this tool.

Worked example

Example assumptions

Using the default example—current loan balance of $250,000, current annual rate of 7.25%, remaining term of 276 months, new annual rate of 6.25%, new term of 240 months—the calculator returns estimated monthly savings of $36.63; current payment: $1,863.95; new payment: $1,827.32. Change the assumptions to match your own case rather than relying on the example.

Formula and calculation basis

Break-even months = closing costs ÷ monthly payment savings

Inputs are converted to the periodic units required by the formula. Results are calculated with full JavaScript numeric precision and rounded only for display.

How to interpret the result

A short break-even period can support refinancing only when you expect to keep the loan beyond that point and the new term does not create an unwanted lifetime cost.

Common mistakes to avoid

  • Focusing only on the lower payment while extending the debt for many more years.
  • Leaving appraisal, legal, origination, or discharge costs out.
  • Assuming future rates or holding periods are certain.

Limits and assumptions

The model assumes fixed rates and immediate refinancing. It does not model taxes, points, changing insurance, or opportunity cost.

Outputs are estimates, not contractual quotations, regulated disclosures, tax advice, investment advice, or a substitute for professional review.

Frequently asked questions

What is the break-even month?

It is the first month when cumulative modeled payment savings equal or exceed closing costs.

Can a refinance lower payment but increase total interest?

Yes, especially when the new term is much longer.

What if monthly savings are negative?

The proposed refinance does not reduce the scheduled payment under the entered assumptions.

Sources and reference context

Independent educational referencesConsumer Financial Protection Bureau — loan and mortgage education ↗SENNA Finance calculation methodology

External references provide educational context and do not imply endorsement of SENNA Finance.

Review record

Prepared and technically reviewed by Subash Gupta

Formula engine v1.1.0. Last reviewed June 21, 2026. The reviewer is a financial-systems and technology practitioner, not a licensed financial adviser. Report suspected errors through the correction channel.