Amortizing Loan Calculator Excel

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Home Affordability Calculator

Determine how much house you can realistically afford based on your income and debts.

Your Estimated Home Budget

How is Home Affordability Calculated?

Buying a home is the largest investment most people will ever make. To determine your "buying power," lenders primarily look at your Debt-to-Income (DTI) ratio. This calculator uses the standard 36% rule, which suggests that your total monthly debt payments (including your new mortgage) should not exceed 36% of your gross monthly income.

The 28/36 Rule Explained

Lenders often follow the 28/36 rule. This means that no more than 28% of your gross monthly income should go toward housing expenses (Principal, Interest, Taxes, and Insurance), and no more than 36% should go toward total debt obligations, including car loans and student loans.

Factors That Influence Your Budget

  • Interest Rates: Even a 1% difference in interest rates can change your purchasing power by tens of thousands of dollars.
  • Down Payment: A larger down payment reduces the loan amount and eliminates the need for Private Mortgage Insurance (PMI) if you reach the 20% threshold.
  • Property Taxes: These vary significantly by location and are a mandatory part of your monthly escrow payment.
  • Debt Levels: High car payments or student loans directly reduce the amount a bank will lend you for a home.

Example Calculation

If you earn $100,000 per year, your gross monthly income is $8,333. Using the 36% rule, your total monthly debt limit is $3,000. If you already have $500 in monthly car and student loan payments, you have $2,500 remaining for your mortgage payment. At a 7% interest rate, this could support a home price of approximately $430,000, depending on your down payment and local taxes.

function calculateAffordability() { var grossAnnualIncome = parseFloat(document.getElementById("grossAnnualIncome").value); var monthlyDebts = parseFloat(document.getElementById("monthlyDebts").value); var downPayment = parseFloat(document.getElementById("downPayment").value); var interestRate = parseFloat(document.getElementById("interestRate").value); var loanTerm = parseFloat(document.getElementById("loanTerm").value); var annualTaxIns = parseFloat(document.getElementById("propertyTax").value); if (isNaN(grossAnnualIncome) || isNaN(monthlyDebts) || isNaN(downPayment) || isNaN(interestRate) || isNaN(loanTerm)) { alert("Please enter valid numbers in all fields."); return; } // 1. Calculate Gross Monthly Income var monthlyGrossIncome = grossAnnualIncome / 12; // 2. Max Total Monthly Debt (36% Rule) var maxTotalMonthlyDebt = monthlyGrossIncome * 0.36; // 3. Available for Mortgage (PITI – Principal, Interest, Taxes, Insurance) var availableForPITI = maxTotalMonthlyDebt – monthlyDebts; // 4. Subtract monthly taxes and insurance var monthlyTaxIns = annualTaxIns / 12; var availableForPI = availableForPITI – monthlyTaxIns; if (availableForPI <= 0) { document.getElementById("resultBox").style.display = "block"; document.getElementById("maxHomePrice").innerHTML = "Budget too low"; document.getElementById("resultDetails").innerHTML = "Based on your current income and debts, your debt-to-income ratio is too high to qualify for a standard mortgage. Consider reducing debt or increasing your down payment."; return; } // 5. Reverse Mortgage Formula to find Loan Amount // Monthly Rate var r = (interestRate / 100) / 12; // Total months var n = loanTerm * 12; // Loan = P * [ (1+r)^n – 1 ] / [ r(1+r)^n ] var loanAmount = availableForPI * (Math.pow(1 + r, n) – 1) / (r * Math.pow(1 + r, n)); // 6. Total Home Price var maxHomePrice = loanAmount + downPayment; // Format results var formatter = new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', maximumFractionDigits: 0 }); document.getElementById("resultBox").style.display = "block"; document.getElementById("maxHomePrice").innerHTML = formatter.format(maxHomePrice); var detailsHtml = "Estimated Loan Amount: " + formatter.format(loanAmount) + "" + "Monthly Principal & Interest: " + formatter.format(availableForPI) + "" + "Estimated Monthly Total Payment: " + formatter.format(availableForPITI) + "" + "This estimate assumes a " + interestRate + "% interest rate for " + loanTerm + " years with a Debt-to-Income ratio of 36%."; document.getElementById("resultDetails").innerHTML = detailsHtml; }

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