Student Loan Refinance Calculator Formula

Understand the math behind the student loan refinance calculator. Each variable explained with a worked example.

Formulas Used

Monthly Savings

monthly_savings = current_pmt - new_pmt

Total Interest Savings

total_savings = (current_pmt - new_pmt) * n

New Monthly Payment

new_monthly = new_pmt

Variables

VariableDescriptionDefault
balanceCurrent Loan Balance ($)40000
current_rateCurrent Interest Rate (%)6.8
new_rateRefinanced Rate (%)4.5
term_yearsLoan Term (years)10
crDerived value= current_rate / 100 / 12calculated
nrDerived value= new_rate / 100 / 12calculated
nDerived value= term_years * 12calculated
current_pmtDerived value= balance * cr * pow(1 + cr, n) / (pow(1 + cr, n) - 1)calculated
new_pmtDerived value= balance * nr * pow(1 + nr, n) / (pow(1 + nr, n) - 1)calculated

How It Works

How to Calculate Refinance Savings

Refinancing replaces your current loan with a new one at a lower rate.

Savings Formula

Monthly Savings = Current Payment - New Payment

Total Savings = Monthly Savings x Number of Payments

Both payments use the standard amortization formula with respective interest rates.

Worked Example

Refinancing a $40,000 loan from 6.8% to 4.5% over 10 years.

balance = 40000current_rate = 6.8new_rate = 4.5term_years = 10
  1. 01Current monthly payment at 6.8% = $460.32
  2. 02New monthly payment at 4.5% = $414.02
  3. 03Monthly savings = $460.32 - $414.02 = $46.30
  4. 04Total savings over 10 years = $46.30 x 120 = $5,556