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Home Affordability Calculator (28/36 Rule)

June 30, 2026 • By the Investor Sam Editorial Team • Reviewed by Berly Sam Varghese, Editor
Lenders decide how much you can borrow using the 28/36 rule: your housing payment should stay under 28% of gross monthly income, and all your debt payments combined under 36%. This calculator applies both limits to your income, subtracts your existing debts and estimated taxes and insurance, and works backward through the mortgage math to a maximum home price you can realistically qualify for. It is the same guardrail underwriters use, so it keeps your target grounded.

Example: Gross annual income: 110000 $ · Other monthly debt payments: 500 $ · Mortgage interest rate: 6.5 % · Loan term: 30 years · Down payment: 20 % · Est. monthly taxes + insurance: 500 $

Maximum home price$408,711
Maximum loan amount$326,969
Max principal & interest budget$2,067

Worked example

On $110,000 of income, that is $9,167 a month. The 28% front-end cap is about $2,567 for housing; the 36% back-end cap is $3,300 minus your $500 of other debts, or $2,800. The tighter limit is the front-end $2,567, less $500 of taxes and insurance, leaving roughly $2,067 for principal and interest. At 6.5% over 30 years that supports a loan near $327,000, and with 20% down a home price around $409,000.

Frequently asked questions

What is the 28/36 rule?

It is a lending guideline: keep your total housing payment at or below 28% of gross monthly income (the front-end ratio) and all debt payments at or below 36% (the back-end ratio). Staying inside both is what most conventional lenders want to see.

Should I borrow the maximum I qualify for?

Usually not. The 28/36 rule is a ceiling, not a target. Buying below your max leaves room for maintenance, emergencies, and life changes, and keeps your payment comfortable if rates or expenses rise.

Does a bigger down payment let me afford more house?

Yes, indirectly. A larger down payment means a smaller loan for the same price, so a given monthly budget stretches to a higher home price. It can also help you avoid PMI and secure a better rate.

What counts as monthly debt?

Recurring obligations lenders see on your credit report: car loans, student loans, minimum credit-card payments, and other installment debts. It generally does not include utilities, groceries, or the new mortgage itself.

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Sources

Berly Sam Varghese · Editor, Investor Sam

Berly Sam Varghese is an engineer who treats money the way he treats any hard problem — something to be engineered, not gambled on. He funded years of education and built real financial stability the patient way, by living below his means and investing rather than borrowing. He writes for the person trying to make a home a sound decision, not just a purchase. He reviews and approves every article on Investor Sam and checks the figures against primary sources before anything is published. More about our standards.