Nerdwallet Home Affordability Calculator

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Home Purchasing Power Estimator

Determine the maximum property value you can realistically sustain based on your financial profile.

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Estimated Maximum Home Price

How Home Affordability is Calculated

Financial institutions typically use the 28/36 rule to determine how much credit they are willing to extend for a property purchase. This guideline suggests that your housing-related expenses should not exceed 28% of your gross monthly income, and your total debt obligations (including the new housing payment) should not exceed 36%.

The Impact of Debt-to-Income (DTI)

Your DTI ratio is a critical factor in your purchasing power. If you have significant monthly outgoings—such as vehicle financing, student loans, or credit card balances—your capacity to take on a larger mortgage is reduced. This calculator prioritizes the "conservative" estimate by looking at both the 28% and 36% thresholds and selecting the lower value to ensure financial stability.

Realistic Example Scenarios

Consider a household with an Annual Household Income of $100,000. Their gross monthly income is approximately $8,333. Using the 28% rule, their maximum monthly housing payment is $2,333. If they have $500 in Monthly Debt Obligations, the 36% rule limits their total debt to $3,000, leaving $2,500 for housing. Since $2,333 is lower, that becomes the benchmark.

With an Initial Cash Contribution of $60,000 and a Market Financing Percentage of 7%, this household could likely afford a property valued at approximately $410,000, assuming a 30-year term and standard property tax/insurance estimates included in that monthly capacity.

Factors That Influence Your Budget

  • Credit History: While not a direct input, your credit profile determines the Market Financing Percentage you qualify for. A lower percentage significantly increases your total purchasing power.
  • Initial Liquidity: Your Initial Cash Contribution directly adds to the final home price. The more cash you provide upfront, the less you need to finance, reducing monthly costs.
  • Local Tax Rates: Property taxes and insurance premiums vary by location. This calculator assumes roughly 1.2% for taxes and insurance, which is factored into your monthly capacity.
function calculateAffordability() { var annualIncome = parseFloat(document.getElementById('annualIncome').value); var monthlyDebt = parseFloat(document.getElementById('monthlyDebt').value) || 0; var cashOnHand = parseFloat(document.getElementById('cashOnHand').value) || 0; var marketRate = parseFloat(document.getElementById('marketRate').value); if (isNaN(annualIncome) || isNaN(marketRate) || annualIncome <= 0 || marketRate <= 0) { alert("Please enter valid positive numbers for income and financing percentage."); return; } // Monthly Logic var monthlyGross = annualIncome / 12; var monthlyRate = (marketRate / 100) / 12; var months = 360; // Standard 30-year term // 28/36 Rule Logic // Allow 28% for PITI (Principal, Interest, Taxes, Insurance) var rule28 = monthlyGross * 0.28; // Allow 36% for Total Debt var rule36 = (monthlyGross * 0.36) – monthlyDebt; // Use the more restrictive limit var maxMonthlyPITI = Math.min(rule28, rule36); // Subtract estimated 1.2% for taxes and insurance from the monthly capacity // This is roughly 15-20% of the PITI payment in many markets var estimatedPI = maxMonthlyPITI * 0.82; // Present Value calculation for Loan Amount // PV = P * [(1 – (1 + r)^-n) / r] var maxLoan = estimatedPI * ((1 – Math.pow(1 + monthlyRate, -months)) / monthlyRate); var maxHomePrice = maxLoan + cashOnHand; // Format results var formatter = new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', maximumFractionDigits: 0 }); document.getElementById('maxPriceDisplay').innerText = formatter.format(maxHomePrice); document.getElementById('monthlyBreakdown').innerHTML = "Based on your profile, your maximum monthly housing payment (including taxes/insurance) should be approximately " + formatter.format(maxMonthlyPITI) + ". This assumes a 30-year fixed-rate financing structure."; document.getElementById('affordabilityResult').style.display = 'block'; document.getElementById('affordabilityResult').scrollIntoView({ behavior: 'smooth', block: 'nearest' }); }

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