Finance

Refinance Break-even Calculator

Find how long it takes to recover refinance closing costs through monthly payment savings

FAQs

How do I know if refinancing is worth it?

If you expect to keep the loan longer than your break-even period and terms are favorable, refinancing can provide net savings.

How to Use the Refinance Break-even Calculator

  1. Enter current monthly payment.
  2. Enter estimated refinanced monthly payment.
  3. Enter refinance closing costs.
  4. Review break-even timeline in months and years.

Break-even Formula

Monthly Savings

Savings = Current payment - New payment

Break-even Months

Break-even = Closing costs / Monthly savings

Use Cases

Rate-drop decision

Assess whether a lower rate justifies closing costs.

Move timeline

Avoid refinancing if you will sell before break-even.