Pillar Guide

How to Set a Realistic Budget for Your First Home

Start with a monthly payment you can live with, then work backward to a price range. Add the true costs of ownership so there are no surprises.

1) Pick your monthly comfort number

A “payment-first” approach helps you avoid stretching later. Consider income stability, other goals (retirement, travel), and an emergency buffer.

  • List current debts and typical monthly spending.
  • Leave room for maintenance, utilities, and life changes.
  • Try a range (e.g., “$2,000–$2,300”) rather than one hard number.

2) Translate payment → price range

Work with a lender or calculator to map your target payment to a price, factoring in interest rate, down payment, taxes, insurance, and HOA.

Variables that move your payment

  • Interest rate
  • Down payment %
  • Property taxes & insurance
  • HOA/condo dues (if any)

Quick tip

Ask your lender for a payment table showing how price or rate changes affect your monthly cost.

3) Plan total cash needed (and reserves)

  • Down payment: 3–20%+ depending on the loan.
  • Closing costs: Typically 2–4% of the price.
  • Move-in & setup: Appliances, paint, small repairs.
  • Reserves: Lenders may require 1–2 months; consider keeping 3–6 months as a safety net.

4) Rates change-build a buffer

Run scenarios: your budget should still work if rates rise a bit before you lock. Discuss points, buydowns, and adjustable options with your lender.

5) Compare agent proposals to save more

Local, licensed agents on Seeking Agents® can compete for your business. Comparing proposals may lower costs or include buyer incentives.

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*Informational only; not legal, tax, or financial advice. Programs and terms vary by market and lender.