Budget Calculator

Track your income, expenses, and savings goals to create a balanced monthly budget that works for you.

Income Sources

Investments, rentals, etc.

For after-tax calculations

Fixed Expenses

Rent or mortgage payment

Electricity, water, gas, internet

Car payment, gas, public transit

Health, auto, home, life

Student loans, credit cards, etc.

Streaming, memberships, etc.

Variable Expenses

Haircuts, gym, clothing, etc.

Co-pays, medications, etc.

Other variable expenses

Savings & Goals

401k, IRA contributions

For specific goals (vacation, etc.)

Non-retirement investments

Budget Calculator Tips

Understanding the 50/30/20 Rule

The 50/30/20 rule suggests allocating your after-tax income as follows:

  • 50% for needs: Housing, utilities, groceries, transportation, insurance, and minimum debt payments.
  • 30% for wants: Dining out, entertainment, subscriptions, and other non-essential purchases.
  • 20% for savings: Emergency fund, retirement accounts, debt payments beyond minimum, and other financial goals.

Creating a Balanced Budget

  • Track all expenses for at least 30 days to understand your spending patterns.
  • Prioritize saving by treating it as a non-negotiable expense.
  • Reduce fixed expenses where possible, as they're harder to adjust month-to-month.
  • Build an emergency fund that covers 3-6 months of essential expenses.
  • Review regularly and adjust your budget as your income and expenses change.