Financial Planning

Budget Calculator

Take control of your finances with our comprehensive budget calculator. Track your income, manage expenses, set savings goals, and get insights into your spending patterns.

Income Tracking
Expense Management
Savings Goals

Monthly Income

$0
$
$
Part-time job, freelancing, etc.
$
Dividends, rental income, etc.
$
Government benefits, gifts, etc.

Monthly Expenses

$0

Fixed Expenses

$
$
Electric, gas, water, trash
$
$
Health, car, life insurance

Variable Expenses

$
$
Gas, public transport, car maintenance
$
$
Movies, streaming, hobbies
$
Clothing, personal items
$
Medical bills, prescriptions
$

Debt Payments

$
$
$

Savings & Investments

$0
$
3-6 months of expenses
$
401k, IRA contributions
$
Stocks, bonds, mutual funds
$
Vacation, house down payment, etc.

Budget Summary

Balanced Budget
Monthly Income
$0
Total Expenses
$0
Savings & Investments
$0
Remaining Balance
$0

Spending Breakdown

Total
$0

Budget Ratios

Housing
0% (Recommended: ≤30%)
Transportation
0% (Recommended: ≤15%)
Food
0% (Recommended: ≤15%)
Savings
0% (Recommended: ≥20%)

Budgeting Basics

A budget is a plan for how you'll spend your money each month. It helps you track income and expenses to reach your financial goals.

  • Track Everything: Record all income and expenses for complete visibility
  • Categorize Spending: Group expenses to identify patterns and opportunities
  • Set Priorities: Distinguish between needs and wants
  • Review Regularly: Update your budget monthly to stay on track
  • Be Realistic: Set achievable goals that you can maintain

The 50/30/20 Rule

A popular budgeting framework that allocates your after-tax income:

50%

Needs

Essential expenses like housing, utilities, groceries, minimum debt payments

30%

Wants

Discretionary spending like dining out, entertainment, hobbies, subscriptions

20%

Savings & Debt

Emergency fund, retirement savings, extra debt payments, investments

Money-Saving Tips

  • Automate Savings: Set up automatic transfers to savings accounts
  • Review Subscriptions: Cancel unused memberships and services
  • Cook at Home: Meal planning can significantly reduce food costs
  • Compare Prices: Shop around for insurance, utilities, and major purchases
  • Use the 24-Hour Rule: Wait a day before making non-essential purchases
  • Track Daily Expenses: Small purchases add up quickly

Budget FAQs

How much should I save for emergencies?

Aim for 3-6 months of essential expenses in an easily accessible savings account.

What if my expenses exceed my income?

Look for ways to increase income or reduce expenses. Start with discretionary spending and consider lifestyle changes.

How often should I review my budget?

Review monthly and adjust as needed. Major life changes may require more frequent updates.