Use net monthly figures. Add up every loan instalment (mortgage, car, personal, cards); leave out everyday bills like water, electricity or groceries.

Taxa de esforço (effort rate)
30%
Within the recommended limit (up to 35%)
Total monthly payments
€600
Largest payment up to 35%
€400

How this is worked out

Net monthly income€2,000
Existing credit payments€300
New payment€300
Total payments€600
Effort rate30%

Educational estimate, not financial advice. The recommended effort rate (about 35%) is a prudent benchmark; the 50% limit is the Banco de Portugal macroprudential ceiling, with exceptions and subject to revision. Always confirm the terms with your bank.

Debt-to-Income (Taxa de Esforço) Calculator, Portugal by Calculadora Capital

Debt-to-Income (Taxa de Esforço) Calculator, Portugal