How do I estimate whether replacing an old furnace will pay back in energy savings?

Toolstash
Toolstash
Expert Home Improvement Advice

Short answer

Yes. Estimate payback by comparing your current heating energy costs to what they’d be with a higher-AFUE furnace, then divide the net installed cost (after rebates/credits) by the annual savings. The quick steps: use your gas bills to estimate annual heating fuel use, adjust for furnace efficiency (AFUE), project new usage with a 95–97% furnace, multiply by your fuel price, and compute simple payback.

How to estimate it (with formulas and an example)

Use a simple worksheet approach with your utility data.

1) Gather
- Annual heating fuel use (therms or gallons)
- Current AFUE (estimate from model/age)
- New furnace AFUE (e.g., 95–97%)
- Gas price ($/therm) or oil/propane price
- Blower electricity (optional)
- Installed cost minus rebates/credits

2) Calculate annual savings
Delivered heat (old) = Annual Fuel Old × AFUE_old
Fuel with new = Delivered heat / AFUE_new
Fuel savings = Annual Fuel Old − Fuel with new
Dollar savings (fuel) = Fuel savings × Fuel price
Add blower savings (if ECM upgrade) ≈ $30–$120/yr
Total annual savings ≈ Dollar savings + blower savings

3) Payback
Simple payback (years) = Net installed cost / Total annual savings

Example 1 (typical upgrade)

  • Annual heating gas use (after subtracting summer base load): 800 therms
  • Gas price: $1.60/therm
  • Old furnace AFUE: 70%
  • New furnace AFUE: 96%
  • Installed cost: $6,500; rebate/tax credit: $600; net cost: $5,900

Calculations:
- Delivered heat = 800 × 0.70 = 560 “therm-equivalent”
- New fuel = 560 / 0.96 = 583 therms
- Savings = 800 − 583 = 217 therms
- Fuel savings = 217 × $1.60 = $347/yr
- Blower electricity savings (ECM vs PSC): ~$60/yr
- Total annual savings ≈ $407/yr
- Simple payback = $5,900 / $407 ≈ 14.5 years

Example 2 (very old furnace or higher gas prices)

  • Annual heating use: 1,000 therms, gas $2.00/therm, old AFUE 60%, new AFUE 96%
  • Delivered heat = 1,000 × 0.60 = 600
  • New fuel = 600 / 0.96 = 625 therms
  • Savings = 375 therms → $750/yr fuel + ~$70 electricity = ~$820/yr
  • If net cost is $5,500, payback ≈ 6.7 years

If simple payback is less than the equipment’s expected life (15–20 years), the energy savings alone likely justify it. If longer, weigh non-energy benefits: reliability, safety, comfort, rebates, and potential fuel price increases.

Step-by-step guidance

  1. Gather data
  2. Last 12 months of gas/oil/propane bills. Mark the “heating months” and subtract a summer monthly average to remove water-heating/cooking.
  3. Current furnace AFUE. If the label is missing: pre-1990 units often 60–70%; 1990s standard ≈78–82%; condensing furnaces 90–96%.
  4. Candidate furnace AFUE (most quality models 95–97%).
  5. Fuel price and electricity rate.
  6. Installed cost quotes and available rebates/tax credits.

  7. Normalize if you want extra accuracy

  8. Use Heating Degree Days (HDD) to adjust for mild or cold years. Free HDD data can help compare apples-to-apples. Not required, but helpful.

  9. Run the math

  10. Use the formulas above or a spreadsheet. Try a few scenarios with higher fuel prices to test sensitivity.

  11. Consider blower electricity

  12. ECM variable-speed blowers often cut fan electricity use 30–60%. Savings are larger if you run the fan continuously or have central AC.

  13. Factor in incentives and lifespan

  14. Utilities commonly offer $150–$600 rebates; federal 25C tax credits may apply to high-efficiency gas furnaces (up to $600). Check your local programs.

  15. Compare payback to expected furnace life and your plans to stay in the home.

Tools and materials

  • Utility bills or online account data
  • Calculator or spreadsheet (ToolStash has energy-calculator recommendations)
  • Flashlight and phone camera (to capture model/AFUE labels)
  • Carbon monoxide alarm (UL-listed) near sleeping areas
  • Optional: infrared thermometer to spot duct leaks/insulation gaps

Safety considerations

  • If you inspect the furnace cabinet, switch off power at the service switch/breaker. Do not loosen gas fittings or open sealed combustion compartments.
  • Ensure you have working CO detectors. If you suspect a cracked heat exchanger, sooting, or yellow flames, stop using the furnace and call a pro immediately.

Tips for best results

  • Right-size the furnace. Oversizing short-cycles, wastes energy, and reduces comfort. Ask for a Manual J load calculation, not a rule-of-thumb.
  • Fix the ductwork. Sealing and balancing often saves 10–20% and improves comfort; sometimes it’s a faster payback than the furnace itself.
  • Insulate and air-seal the house. Reducing heat loss may let you choose a smaller, cheaper furnace.
  • Consider a dual-fuel setup (heat pump + furnace) if electricity rates are favorable; it can beat a furnace-only system on operating cost.

Common mistakes to avoid

  • Using nameplate input BTU instead of actual fuel use from bills.
  • Ignoring the summer base load (water heating), which overstates heating fuel.
  • Skipping incentives/credits in the economics.
  • Forgetting blower electricity.
  • Replacing equipment without addressing duct leakage or sizing.

When to call a professional

  • To perform a Manual J/S/D (load, equipment selection, duct design) and duct static pressure testing.
  • For combustion analysis and to verify proper venting and gas line sizing.
  • To secure accurate installed cost quotes and confirm eligibility for rebates/credits.

Typical costs and savings

  • Installed high-efficiency gas furnace: roughly $5,000–$9,000 in many markets (more if major duct/vent work is needed).
  • Annual fuel savings: often 10–35% depending on old AFUE and usage. Higher fuel prices and very old units greatly improve payback.

Run the worksheet with your numbers. If the payback feels long, consider lower-cost upgrades (duct sealing, smart thermostat, attic insulation) now and plan furnace replacement at end-of-life or alongside a load-reduction project. That approach often yields the best overall return.