How to Calculate the Nominal Interest Rate

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Mortgage Affordability Calculator

15 Years 30 Years
Maximum Home Price $0
Est. Monthly Mortgage Payment (P&I) $0
Property Tax & Insurance $0
Total Monthly Housing Cost $0
Loan Amount $0
function calculateMortgageAffordability() { // 1. Get Inputs var annualIncome = parseFloat(document.getElementById('macAnnualIncome').value); var monthlyDebts = parseFloat(document.getElementById('macMonthlyDebts').value); var downPayment = parseFloat(document.getElementById('macDownPayment').value); var interestRate = parseFloat(document.getElementById('macInterestRate').value); var loanTermYears = parseInt(document.getElementById('macLoanTerm').value); var taxRatePercent = parseFloat(document.getElementById('macPropertyTax').value); var annualInsurance = parseFloat(document.getElementById('macHomeInsurance').value); var monthlyHOA = parseFloat(document.getElementById('macHOA').value); // 2. Validation if (isNaN(annualIncome) || annualIncome <= 0) { alert("Please enter a valid Annual Income."); return; } if (isNaN(monthlyDebts)) monthlyDebts = 0; if (isNaN(downPayment)) downPayment = 0; if (isNaN(interestRate) || interestRate <= 0) interestRate = 6.5; // Default safety if (isNaN(taxRatePercent)) taxRatePercent = 1.2; if (isNaN(annualInsurance)) annualInsurance = 1200; if (isNaN(monthlyHOA)) monthlyHOA = 0; // 3. Logic: 28/36 Rule var monthlyIncome = annualIncome / 12; // Front-end ratio (28% of income) var maxHousingFront = monthlyIncome * 0.28; // Back-end ratio (36% of income – debts) var maxHousingBack = (monthlyIncome * 0.36) – monthlyDebts; // The bank usually takes the lower of the two var maxAllowableMonthlyPayment = Math.min(maxHousingFront, maxHousingBack); // Ensure max payment isn't negative (too much debt) if (maxAllowableMonthlyPayment <= 0) { document.getElementById('macResults').style.display = 'block'; document.getElementById('macMaxPriceResult').innerText = "$0"; document.getElementById('macMonthlyPI').innerText = "$0"; document.getElementById('macTaxIns').innerText = "$0"; document.getElementById('macTotalMonthly').innerText = "$0"; document.getElementById('macLoanAmount').innerText = "$0"; return; } // We need to solve for Home Price (P) // Total Payment = Mortgage(M) + Tax(T) + Insurance(I) + HOA // Mortgage M is based on Loan Amount (P – DownPayment) // T is P * (TaxRate/100/12) // I is AnnualInsurance / 12 (Fixed amount input, though typically proportional, we used fixed input here for simplicity) // HOA is fixed // Equation: MaxPayment = [ (P – Down) * r(1+r)^n / ((1+r)^n – 1) ] + [ P * TaxRateMonthly ] + MonthlyIns + HOA // Constants calculation var monthlyRate = interestRate / 100 / 12; var numberOfPayments = loanTermYears * 12; var mortgageFactor = (monthlyRate * Math.pow(1 + monthlyRate, numberOfPayments)) / (Math.pow(1 + monthlyRate, numberOfPayments) – 1); var monthlyTaxRate = taxRatePercent / 100 / 12; var fixedMonthlyCosts = (annualInsurance / 12) + monthlyHOA; // Rearranging the formula: // MaxPayment – FixedCosts = (P * MortFactor) – (Down * MortFactor) + (P * MonthlyTaxRate) // MaxPayment – FixedCosts + (Down * MortFactor) = P * (MortFactor + MonthlyTaxRate) // P = (MaxPayment – FixedCosts + (Down * MortFactor)) / (MortFactor + MonthlyTaxRate) var numerator = maxAllowableMonthlyPayment – fixedMonthlyCosts + (downPayment * mortgageFactor); var denominator = mortgageFactor + monthlyTaxRate; var maxHomePrice = numerator / denominator; // Edge case: If the calculation results in a price lower than down payment or negative if (maxHomePrice < downPayment) { maxHomePrice = downPayment; // You can at least afford what you have in cash } // Calculate breakdown based on this max price var loanAmount = maxHomePrice – downPayment; if (loanAmount < 0) loanAmount = 0; var monthlyPrincipalInterest = loanAmount * mortgageFactor; var monthlyTax = maxHomePrice * monthlyTaxRate; var totalMonthly = monthlyPrincipalInterest + monthlyTax + fixedMonthlyCosts; // 4. Output Display var formatter = new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', maximumFractionDigits: 0 }); document.getElementById('macMaxPriceResult').innerText = formatter.format(maxHomePrice); document.getElementById('macMonthlyPI').innerText = formatter.format(monthlyPrincipalInterest); document.getElementById('macTaxIns').innerText = formatter.format(monthlyTax + (annualInsurance/12) + monthlyHOA); document.getElementById('macTotalMonthly').innerText = formatter.format(totalMonthly); document.getElementById('macLoanAmount').innerText = formatter.format(loanAmount); document.getElementById('macResults').style.display = 'block'; }

How Much House Can You Really Afford?

Determining your budget is the first critical step in the home buying process. This Mortgage Affordability Calculator uses the standard debt-to-income (DTI) ratios that lenders use to evaluate your loan application.

Understanding the 28/36 Rule

Most financial advisers and lenders stick to the "28/36 rule" to determine affordability:

  • Front-End Ratio (28%): Your monthly housing costs (principal, interest, taxes, insurance, and HOA) should not exceed 28% of your gross monthly income.
  • Back-End Ratio (36%): Your total monthly debt payments (housing costs plus credit cards, student loans, car loans) should not exceed 36% of your gross monthly income.

Why Your Down Payment Matters

Your down payment significantly impacts your purchasing power. A larger down payment reduces the loan amount, which lowers your monthly principal and interest payments. This allows the same monthly income to support a higher total home price. Furthermore, if you put down at least 20%, you typically avoid Private Mortgage Insurance (PMI), saving you hundreds of dollars per month.

The Impact of Interest Rates

Interest rates are a major factor in affordability. As rates rise, the cost to borrow money increases, which reduces the maximum home price you can afford while keeping monthly payments steady. For example, a 1% increase in interest rates can reduce your purchasing power by approximately 10-11%.

Estimated Closing Costs

Remember that the "Sticker Price" of the home isn't your only expense. When budgeting, ensure you have savings set aside for closing costs, which typically range from 2% to 5% of the loan amount. These include appraisal fees, title insurance, and loan origination fees.

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