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Methodology and sources

Ten calculation methods and the content publication rules expose versions, sources, dates, assumptions and corrections.

Versioned and reviewable

How educational content is allowed to publish

  1. Define the question, audience, excluded use and country scope.
  2. Attach source URLs and a check date to factual claims.
  3. State assumptions, rounding, limitations and worked examples.
  4. Set a review date and correction route.
  5. Block expired or disputed evidence from product and commercial actions.

External references are linked, not copied as a substitute for their current wording or usage rights.

method · human review pending

Simple interest method

Applies an unchanged annual rate to principal for the selected fraction of a year.

My saved work

Safe next action: Inspect the input limits, assumptions, rounding and worked example before using the result. Open related page

Audience, steps, example, risks and evidence

Understand the reasoning

Use interest = principal × annual decimal rate × years. Convert a percentage once and express months as a fraction of a year; this simplified model does not reproduce daily contractual accrual.

Worked learning example

₩1,000,000 × 0.06 × (6/12) = ₩30,000 simple interest; total before costs is ₩1,030,000.

Check your understanding

What decimal value represents a 6% rate in this formula?

Show answer and explanation

0.06, not 6. Applying 6 would make the interest one hundred times too large.

Common mistake: Day-count conventions, variable rates and intermediate repayments are not included in this simple formula.

Examples are invented educational scenarios, not provider quotes, forecasts or tax rates.

Who this is for

People using the KR educational release who want to understand a money decision before contacting a provider.

Not for

This is not a personal recommendation, provider quote, eligibility decision, tax opinion or legal opinion.

Key concepts

  • Simple interest method
  • assumptions
  • limits

Steps

  1. Write down the values you know.
  2. Run the matching local calculator.
  3. Read the assumptions, limits and next action before deciding.

Worked example

₩1,000,000 × 0.06 × (6/12) = ₩30,000 simple interest; total before costs is ₩1,030,000.

Risks and limits

  • Day-count conventions, variable rates and intermediate repayments are not included in this simple formula.
  • Actual provider terms and future outcomes can differ.
  • A missing fee, tax or timing assumption can materially change the result.

Scope: Initial educational scope: Republic of Korea (KR), KRW and English interface. Provider, tax and legal rules are not inferred.

Author: FinanceScanner educational content
Review: Automated structure checks only. Human financial and language review not completed. Listed sources are background references, not claim-by-claim approval.
Next review: 2027-02-28

Background sources — not claim-by-claim verification

Report a stale source or content error

method · human review pending

Compound savings method

Adds monthly contributions and applies the entered rate with explicit periodic rounding.

My saved work

Safe next action: Inspect the input limits, assumptions, rounding and worked example before using the result. Open related page

Audience, steps, example, risks and evidence

Understand the reasoning

Apply growth to the balance at each period and add contributions according to the stated timing rule. Whole-currency rounding can create small differences from an unrounded closed-form estimate.

Worked learning example

For an invented 1% monthly rate and end-month ₩100 additions: month one is ₩1,000 × 1.01 + ₩100 = ₩1,110; month two is ₩1,221.10 before rounding.

Check your understanding

Would start-month additions produce the same balance?

Show answer and explanation

No. They would earn an additional period of growth under this convention.

Common mistake: Do not compare differently timed contributions as if the methods were identical.

Examples are invented educational scenarios, not provider quotes, forecasts or tax rates.

Who this is for

People using the KR educational release who want to understand a money decision before contacting a provider.

Not for

This is not a personal recommendation, provider quote, eligibility decision, tax opinion or legal opinion.

Key concepts

  • Compound savings method
  • assumptions
  • limits

Steps

  1. Write down the values you know.
  2. Run the matching local calculator.
  3. Read the assumptions, limits and next action before deciding.

Worked example

For an invented 1% monthly rate and end-month ₩100 additions: month one is ₩1,000 × 1.01 + ₩100 = ₩1,110; month two is ₩1,221.10 before rounding.

Risks and limits

  • Do not compare differently timed contributions as if the methods were identical.
  • Actual provider terms and future outcomes can differ.
  • A missing fee, tax or timing assumption can materially change the result.

Scope: Initial educational scope: Republic of Korea (KR), KRW and English interface. Provider, tax and legal rules are not inferred.

Author: FinanceScanner educational content
Review: Automated structure checks only. Human financial and language review not completed. Listed sources are background references, not claim-by-claim approval.
Next review: 2027-02-28

Background sources — not claim-by-claim verification

Report a stale source or content error

method · human review pending

Loan payment method

Illustrates fixed monthly payments and an adjusted final payment for a fixed rate and term.

My saved work

Safe next action: Inspect the input limits, assumptions, rounding and worked example before using the result. Open related page

Audience, steps, example, risks and evidence

Understand the reasoning

For a positive periodic rate, a fixed-payment illustration uses principal × rate divided by one minus (1 + rate) to the power of negative periods. At zero rate use principal divided by periods and reconcile the final rounding.

Worked learning example

At zero interest, an invented ₩1,200,000 over 12 months has ₩100,000 monthly principal payments, with no interest or extra fees included.

Check your understanding

Why handle a zero rate separately in the fixed-payment formula?

Show answer and explanation

The general expression would have a zero denominator; the principal-per-period limit gives the correct zero-interest result.

Common mistake: The formula does not model variable-rate resets or interest-only introductory periods.

Examples are invented educational scenarios, not provider quotes, forecasts or tax rates.

Who this is for

People using the KR educational release who want to understand a money decision before contacting a provider.

Not for

This is not a personal recommendation, provider quote, eligibility decision, tax opinion or legal opinion.

Key concepts

  • Loan payment method
  • assumptions
  • limits

Steps

  1. Write down the values you know.
  2. Run the matching local calculator.
  3. Read the assumptions, limits and next action before deciding.

Worked example

At zero interest, an invented ₩1,200,000 over 12 months has ₩100,000 monthly principal payments, with no interest or extra fees included.

Risks and limits

  • The formula does not model variable-rate resets or interest-only introductory periods.
  • Actual provider terms and future outcomes can differ.
  • A missing fee, tax or timing assumption can materially change the result.

Scope: Initial educational scope: Republic of Korea (KR), KRW and English interface. Provider, tax and legal rules are not inferred.

Author: FinanceScanner educational content
Review: Automated structure checks only. Human financial and language review not completed. Listed sources are background references, not claim-by-claim approval.
Next review: 2027-02-28

Background sources — not claim-by-claim verification

Report a stale source or content error

method · human review pending

Debt-to-income method

Divides entered periodic debt payments by entered periodic income and returns a ratio.

My saved work

Safe next action: Inspect the input limits, assumptions, rounding and worked example before using the result. Open related page

Audience, steps, example, risks and evidence

Understand the reasoning

Divide periodic debt payments by income for the same period, then multiply by 100 for a percentage. A zero denominator needs an unavailable result, not a reassuring zero ratio.

Worked learning example

₩750,000 of invented monthly payments divided by ₩3,000,000 monthly income is 0.25, displayed as 25%.

Check your understanding

What should happen when the entered income is zero?

Show answer and explanation

Reject or mark the ratio unavailable; division by zero does not describe affordability.

Common mistake: This simple ratio is not a provider’s legal DTI or DSR assessment.

Examples are invented educational scenarios, not provider quotes, forecasts or tax rates.

Who this is for

People using the KR educational release who want to understand a money decision before contacting a provider.

Not for

This is not a personal recommendation, provider quote, eligibility decision, tax opinion or legal opinion.

Key concepts

  • Debt-to-income method
  • assumptions
  • limits

Steps

  1. Write down the values you know.
  2. Run the matching local calculator.
  3. Read the assumptions, limits and next action before deciding.

Worked example

₩750,000 of invented monthly payments divided by ₩3,000,000 monthly income is 0.25, displayed as 25%.

Risks and limits

  • This simple ratio is not a provider’s legal DTI or DSR assessment.
  • Actual provider terms and future outcomes can differ.
  • A missing fee, tax or timing assumption can materially change the result.

Scope: Initial educational scope: Republic of Korea (KR), KRW and English interface. Provider, tax and legal rules are not inferred.

Author: FinanceScanner educational content
Review: Automated structure checks only. Human financial and language review not completed. Listed sources are background references, not claim-by-claim approval.
Next review: 2027-02-28

Background sources — not claim-by-claim verification

Report a stale source or content error

method · human review pending

Emergency fund runway method

Divides entered liquid savings by entered essential monthly spending.

My saved work

Safe next action: Inspect the input limits, assumptions, rounding and worked example before using the result. Open related page

Audience, steps, example, risks and evidence

Understand the reasoning

Divide accessible savings by essential monthly spending to estimate a no-income runway. Exclude money that cannot actually be accessed and show that irregular expenses are not in the simple division.

Worked learning example

Invented liquid savings of ₩6,000,000 with essential spending of ₩2,000,000 per month gives three months with no new income or extra costs.

Check your understanding

Should inaccessible long-term holdings automatically count as liquid savings?

Show answer and explanation

No. Access restrictions and costs must be resolved before including them in a runway assumption.

Common mistake: The result is not a recommended emergency target and does not predict every unexpected bill.

Examples are invented educational scenarios, not provider quotes, forecasts or tax rates.

Who this is for

People using the KR educational release who want to understand a money decision before contacting a provider.

Not for

This is not a personal recommendation, provider quote, eligibility decision, tax opinion or legal opinion.

Key concepts

  • Emergency fund runway method
  • assumptions
  • limits

Steps

  1. Write down the values you know.
  2. Run the matching local calculator.
  3. Read the assumptions, limits and next action before deciding.

Worked example

Invented liquid savings of ₩6,000,000 with essential spending of ₩2,000,000 per month gives three months with no new income or extra costs.

Risks and limits

  • The result is not a recommended emergency target and does not predict every unexpected bill.
  • Actual provider terms and future outcomes can differ.
  • A missing fee, tax or timing assumption can materially change the result.

Scope: Initial educational scope: Republic of Korea (KR), KRW and English interface. Provider, tax and legal rules are not inferred.

Author: FinanceScanner educational content
Review: Automated structure checks only. Human financial and language review not completed. Listed sources are background references, not claim-by-claim approval.
Next review: 2027-02-28

Background sources — not claim-by-claim verification

Report a stale source or content error

method · human review pending

Savings goal method

Divides the remaining target by the selected number of contribution months with explicit rounding.

My saved work

Safe next action: Inspect the input limits, assumptions, rounding and worked example before using the result. Open related page

Audience, steps, example, risks and evidence

Understand the reasoning

Subtract existing savings from the target, then spread a positive remainder across contribution months under a no-growth assumption. Round upward where needed if whole-currency contributions must meet the target.

Worked learning example

An invented ₩1,000,000 target minus ₩400,000 already saved leaves ₩600,000. Six equal no-growth contributions require ₩100,000 per month.

Check your understanding

What if savings already equal the target?

Show answer and explanation

The remaining contribution requirement is zero under this model; it is not a negative monthly saving.

Common mistake: The simple target method does not account for changing prices, investment growth or withdrawals.

Examples are invented educational scenarios, not provider quotes, forecasts or tax rates.

Who this is for

People using the KR educational release who want to understand a money decision before contacting a provider.

Not for

This is not a personal recommendation, provider quote, eligibility decision, tax opinion or legal opinion.

Key concepts

  • Savings goal method
  • assumptions
  • limits

Steps

  1. Write down the values you know.
  2. Run the matching local calculator.
  3. Read the assumptions, limits and next action before deciding.

Worked example

An invented ₩1,000,000 target minus ₩400,000 already saved leaves ₩600,000. Six equal no-growth contributions require ₩100,000 per month.

Risks and limits

  • The simple target method does not account for changing prices, investment growth or withdrawals.
  • Actual provider terms and future outcomes can differ.
  • A missing fee, tax or timing assumption can materially change the result.

Scope: Initial educational scope: Republic of Korea (KR), KRW and English interface. Provider, tax and legal rules are not inferred.

Author: FinanceScanner educational content
Review: Automated structure checks only. Human financial and language review not completed. Listed sources are background references, not claim-by-claim approval.
Next review: 2027-02-28

Background sources — not claim-by-claim verification

Report a stale source or content error

method · human review pending

Investment projection method

Illustrates contributions, return, fees and inflation without forecasting market performance.

My saved work

Safe next action: Inspect the input limits, assumptions, rounding and worked example before using the result. Open related page

Audience, steps, example, risks and evidence

Understand the reasoning

A projection applies chosen return and cost rules repeatedly; it is not a market simulation. Read the order of growth, fees and contributions, and compare nominal and purchasing-power outputs separately.

Worked learning example

For one invented period, ₩100,000 × 1.05 × 0.99 = ₩103,950 after 5% growth and a 1% post-growth fee, without contributions or tax.

Check your understanding

Does this formula describe all real investment fee schedules?

Show answer and explanation

No. It describes only a fee on the post-growth balance at the stated time.

Common mistake: A constant-return calculation omits sequence risk and cannot supply a probability of success.

Examples are invented educational scenarios, not provider quotes, forecasts or tax rates.

Who this is for

People using the KR educational release who want to understand a money decision before contacting a provider.

Not for

This is not a personal recommendation, provider quote, eligibility decision, tax opinion or legal opinion.

Key concepts

  • Investment projection method
  • assumptions
  • limits

Steps

  1. Write down the values you know.
  2. Run the matching local calculator.
  3. Read the assumptions, limits and next action before deciding.

Worked example

For one invented period, ₩100,000 × 1.05 × 0.99 = ₩103,950 after 5% growth and a 1% post-growth fee, without contributions or tax.

Risks and limits

  • A constant-return calculation omits sequence risk and cannot supply a probability of success.
  • Actual provider terms and future outcomes can differ.
  • A missing fee, tax or timing assumption can materially change the result.

Scope: Initial educational scope: Republic of Korea (KR), KRW and English interface. Provider, tax and legal rules are not inferred.

Author: FinanceScanner educational content
Review: Automated structure checks only. Human financial and language review not completed. Listed sources are background references, not claim-by-claim approval.
Next review: 2027-02-28

Background sources — not claim-by-claim verification

Report a stale source or content error

method · human review pending

Loan-to-value method

Divides the entered loan amount by the entered asset value and returns a ratio.

My saved work

Safe next action: Inspect the input limits, assumptions, rounding and worked example before using the result. Open related page

Audience, steps, example, risks and evidence

Understand the reasoning

Divide the entered loan by the entered positive asset value and multiply by 100. Keep the valuation date visible because the denominator can change independently of the debt.

Worked learning example

An invented ₩40,000,000 loan against an ₩80,000,000 asset gives 50%; if the asset assumption falls to ₩64,000,000, the ratio becomes 62.5%.

Check your understanding

Can LTV rise while the loan amount stays unchanged?

Show answer and explanation

Yes. A lower asset-value denominator increases the ratio.

Common mistake: The calculator neither appraises the asset nor applies provider approval limits.

Examples are invented educational scenarios, not provider quotes, forecasts or tax rates.

Who this is for

People using the KR educational release who want to understand a money decision before contacting a provider.

Not for

This is not a personal recommendation, provider quote, eligibility decision, tax opinion or legal opinion.

Key concepts

  • Loan-to-value method
  • assumptions
  • limits

Steps

  1. Write down the values you know.
  2. Run the matching local calculator.
  3. Read the assumptions, limits and next action before deciding.

Worked example

An invented ₩40,000,000 loan against an ₩80,000,000 asset gives 50%; if the asset assumption falls to ₩64,000,000, the ratio becomes 62.5%.

Risks and limits

  • The calculator neither appraises the asset nor applies provider approval limits.
  • Actual provider terms and future outcomes can differ.
  • A missing fee, tax or timing assumption can materially change the result.

Scope: Initial educational scope: Republic of Korea (KR), KRW and English interface. Provider, tax and legal rules are not inferred.

Author: FinanceScanner educational content
Review: Automated structure checks only. Human financial and language review not completed. Listed sources are background references, not claim-by-claim approval.
Next review: 2027-02-28

Background sources — not claim-by-claim verification

Report a stale source or content error

method · human review pending

Credit card payoff method

Iterates interest and an unchanged monthly payment until payoff or the safety limit.

My saved work

Safe next action: Inspect the input limits, assumptions, rounding and worked example before using the result. Open related page

Audience, steps, example, risks and evidence

Understand the reasoning

A simplified payoff loop adds periodic interest and subtracts the fixed payment until the balance clears or the safety limit is reached. It assumes no new spending and must detect a payment that does not reduce debt.

Worked learning example

With an invented ₩1,000 balance and 2% monthly interest, the first interest charge is ₩20. A ₩10 payment leaves ₩1,010, so the balance grows.

Check your understanding

Can the tool promise a payoff date when payment is below interest?

Show answer and explanation

No. It should flag non-amortization instead of presenting a finite payoff as certain.

Common mistake: Real card statements can include daily accrual, changing minimums, fees and new transactions.

Examples are invented educational scenarios, not provider quotes, forecasts or tax rates.

Who this is for

People using the KR educational release who want to understand a money decision before contacting a provider.

Not for

This is not a personal recommendation, provider quote, eligibility decision, tax opinion or legal opinion.

Key concepts

  • Credit card payoff method
  • assumptions
  • limits

Steps

  1. Write down the values you know.
  2. Run the matching local calculator.
  3. Read the assumptions, limits and next action before deciding.

Worked example

With an invented ₩1,000 balance and 2% monthly interest, the first interest charge is ₩20. A ₩10 payment leaves ₩1,010, so the balance grows.

Risks and limits

  • Real card statements can include daily accrual, changing minimums, fees and new transactions.
  • Actual provider terms and future outcomes can differ.
  • A missing fee, tax or timing assumption can materially change the result.

Scope: Initial educational scope: Republic of Korea (KR), KRW and English interface. Provider, tax and legal rules are not inferred.

Author: FinanceScanner educational content
Review: Automated structure checks only. Human financial and language review not completed. Listed sources are background references, not claim-by-claim approval.
Next review: 2027-02-28

Background sources — not claim-by-claim verification

Report a stale source or content error

method · human review pending

Refinance savings method

Subtracts replacement cost and switching fees from the current remaining total under the same-term comparison.

My saved work

Safe next action: Inspect the input limits, assumptions, rounding and worked example before using the result. Open related page

Audience, steps, example, risks and evidence

Understand the reasoning

Subtract the replacement remaining total and separate switching fees from the current remaining total. Preserve equal principal and horizon assumptions and show negative results rather than hiding them.

Worked learning example

Invented current total ₩2,200,000 minus replacement ₩2,100,000 minus fees ₩150,000 equals −₩50,000 net saving.

Check your understanding

How should a negative net saving be described?

Show answer and explanation

The replacement costs ₩50,000 more under the entered assumptions; it is not a saving.

Common mistake: Do not clamp a negative result to zero and conceal the amount of extra cost.

Examples are invented educational scenarios, not provider quotes, forecasts or tax rates.

Who this is for

People using the KR educational release who want to understand a money decision before contacting a provider.

Not for

This is not a personal recommendation, provider quote, eligibility decision, tax opinion or legal opinion.

Key concepts

  • Refinance savings method
  • assumptions
  • limits

Steps

  1. Write down the values you know.
  2. Run the matching local calculator.
  3. Read the assumptions, limits and next action before deciding.

Worked example

Invented current total ₩2,200,000 minus replacement ₩2,100,000 minus fees ₩150,000 equals −₩50,000 net saving.

Risks and limits

  • Do not clamp a negative result to zero and conceal the amount of extra cost.
  • Actual provider terms and future outcomes can differ.
  • A missing fee, tax or timing assumption can materially change the result.

Scope: Initial educational scope: Republic of Korea (KR), KRW and English interface. Provider, tax and legal rules are not inferred.

Author: FinanceScanner educational content
Review: Automated structure checks only. Human financial and language review not completed. Listed sources are background references, not claim-by-claim approval.
Next review: 2027-02-28

Background sources — not claim-by-claim verification

Report a stale source or content error

trust · human review pending

Methodology and source policy

Educational items list background references, dates, scope and a correction-status route; claim-by-claim expert review is not complete.

My saved work

Safe next action: Open the method and verify the assumptions before using a result. Open related page

Audience, steps, example, risks and evidence

Understand the reasoning

Distinguish a reproducible formula from external evidence about a provider or rule. Sources listed here are background references unless a claim-specific review says otherwise; automated checks are not expert approval.

Worked learning example

A formula can reproduce ₩1,000 × 10% = ₩100 correctly while a linked provider’s advertised rate remains unverified. Arithmetic correctness does not verify that rate.

Check your understanding

Can a passing calculation test validate every linked financial claim?

Show answer and explanation

No. Each external claim needs its own current supporting evidence and appropriate review.

Common mistake: A general official homepage must not be presented as direct proof of every sentence.

Examples are invented educational scenarios, not provider quotes, forecasts or tax rates.

Who this is for

People using the KR educational release who want to understand a money decision before contacting a provider.

Not for

This is not a personal recommendation, provider quote, eligibility decision, tax opinion or legal opinion.

Key concepts

  • Methodology and source policy
  • assumptions
  • limits

Steps

  1. Write down the values you know.
  2. Run the matching local calculator.
  3. Read the assumptions, limits and next action before deciding.

Worked example

A formula can reproduce ₩1,000 × 10% = ₩100 correctly while a linked provider’s advertised rate remains unverified. Arithmetic correctness does not verify that rate.

Risks and limits

  • A general official homepage must not be presented as direct proof of every sentence.
  • Actual provider terms and future outcomes can differ.
  • A missing fee, tax or timing assumption can materially change the result.

Scope: Initial educational scope: Republic of Korea (KR), KRW and English interface. Provider, tax and legal rules are not inferred.

Author: FinanceScanner educational content
Review: Automated structure checks only. Human financial and language review not completed. Listed sources are background references, not claim-by-claim approval.
Next review: 2027-02-28

Background sources — not claim-by-claim verification

Report a stale source or content error

trust · human review pending

Freshness and corrections

Expired or disputed evidence is removed from recommendation and commercial paths until reviewed and corrected.

My saved work

Safe next action: Use the correction-status route and preserve the page ID and source URL, not personal financial data. Open related page

Audience, steps, example, risks and evidence

Understand the reasoning

A correction needs the page, disputed statement, source and date, not personal financial details. A scheduled date is not a reason to leave a known error in place until the next review.

Worked learning example

If a glossary entry confuses percentage points with relative percent change, record the entry ID and the exact disputed sentence without attaching a personal account statement.

Check your understanding

Must a known error wait until the routine review deadline?

Show answer and explanation

No. It needs triage and correction when identified; affected claims should not remain trusted merely because their date is fresh.

Common mistake: The service’s stated correction policy is not proof that a staffed response process is operational.

Examples are invented educational scenarios, not provider quotes, forecasts or tax rates.

Who this is for

People using the KR educational release who want to understand a money decision before contacting a provider.

Not for

This is not a personal recommendation, provider quote, eligibility decision, tax opinion or legal opinion.

Key concepts

  • Freshness and corrections
  • assumptions
  • limits

Steps

  1. Write down the values you know.
  2. Run the matching local calculator.
  3. Read the assumptions, limits and next action before deciding.

Worked example

If a glossary entry confuses percentage points with relative percent change, record the entry ID and the exact disputed sentence without attaching a personal account statement.

Risks and limits

  • The service’s stated correction policy is not proof that a staffed response process is operational.
  • Actual provider terms and future outcomes can differ.
  • A missing fee, tax or timing assumption can materially change the result.

Scope: Initial educational scope: Republic of Korea (KR), KRW and English interface. Provider, tax and legal rules are not inferred.

Author: FinanceScanner educational content
Review: Automated structure checks only. Human financial and language review not completed. Listed sources are background references, not claim-by-claim approval.
Next review: 2027-02-28

Background sources — not claim-by-claim verification

Report a stale source or content error