Mortgage

How much house can you actually afford?

Two different answers, and why the gap between them matters.

There are two numbers, and confusing them is how people end up house-poor. One is what a lender will approve. The other is what you can carry without your budget getting tight every month. On an $85,000 salary those numbers are roughly $398,000 and $310,000 — and only one of them is a recommendation.

The rule of thumb, and where it comes from

The most durable guideline is the 28/36 rule, which comes out of decades of mortgage underwriting practice:

The second number is the one people forget, and it is often the binding one. Two people with identical incomes can afford very different houses depending on what they already owe.

Worked example: $85,000 a year

Gross monthly income is $7,083. That sets two ceilings: $1,983 for housing (28%) and $2,550 for total debt (36%).

Say you also have a $400 car payment and a $150 student loan — $550 of other debt. The 36% rule leaves $2,000 for housing, and the 28% rule caps it at $1,983. The lower number wins, so the working budget is about $1,983 a month, all in.

Now work backward into a price. For this example: a 30-year fixed at 6.52%, 20% down, property tax at 1.0% of value per year, and $150 a month for insurance. Those last two vary enormously by state and property — they are assumptions here, not national truths.

ComponentMonthly
Principal & interest on a $248,571 loan$1,574.41
Property tax (1.0%/yr)$258.93
Home insurance$150.00
Total monthly payment$1,983.33

That supports a home price of about $310,000, with $62,143 due at closing for the down payment alone — before closing costs.

What the lender would approve instead

Mortgage underwriting commonly stretches to a total debt-to-income ratio of 43%, and sometimes beyond it with strong credit or reserves. At 43% of $7,083, minus that same $550 of other debt, the housing allowance becomes $2,496 a month — supporting roughly $398,000.

That is $87,000 more house for $513 more per month. The lender is not being reckless; they are answering a different question. Their question is whether you will repay the loan. Yours is whether you will still be able to fund a retirement account, absorb a car repair, and take a vacation while repaying it. An approval is a ceiling, not advice.

The costs that never appear in a quote

Every number above is the mortgage payment. Owning the house costs more than paying for it.

Maintenance is the big omission. A widely used planning figure is 1% of the home's value per year. On a $310,000 house that is about $259 a month — a roof fund, a water heater fund, an HVAC fund. It shows up in no mortgage quote and no pre-approval letter, but it is as real as the tax bill. Add it and the true monthly outlay is roughly $2,242, or 31.7% of gross income.

Also frequently missed:

The down payment tradeoff

Putting down less gets you into a house sooner, and costs you in two ways. Using the same $1,983 monthly budget:

Down paymentHome priceCash at closingPMI
20%~$310,000$62,143$0
10%~$265,000$26,536~$100/mo

The smaller down payment cuts the cash you need by about $35,600 and costs you roughly $45,000 of house, because PMI eats part of the monthly budget that would otherwise service a larger loan. Neither answer is wrong — but PMI is not permanent. It typically drops once you reach 20% equity, which reframes it as a temporary toll rather than a penalty.

What moves the answer most

Run it with your own numbers

Every figure above is an example built on stated assumptions. Yours will differ — particularly the tax rate, insurance, and interest rate.

Open the Mortgage Calculator

It handles PMI, escrow, HOA, extra payments, and the full amortization schedule, and it seeds property tax and insurance benchmarks by state. Because the calculators share data, your take-home pay from the Income calculator and your existing obligations from the Debt calculator feed straight into the affordability picture — no retyping, and no sign-up.

Spotted a number here that looks wrong? That is worth an email — get in touch. Corrections are genuinely welcome.

CuraMoneta is an educational tool and does not provide financial, tax, or legal advice. Rate example reflects the 30-year fixed average as of June 13, 2026 (Freddie Mac); property tax and insurance figures are illustrative assumptions.