Budget Calculator

Build a monthly budget by entering your income and expenses to see where your money goes.

Monthly Income

$

Monthly Expenses

$
$
$
$
$
$
$
$
$
$
Surplus$1,100.00
Monthly Income$4,500.00
Total Expenses$3,400.00
Monthly Surplus$1,100.00
Savings Rate24.4%

50/30/20 Budget Rule

50% Needs: $2,250.00

30% Wants: $1,350.00

20% Savings: $900.00

How to Build a Monthly Budget

  1. Enter your income - choose monthly, bi-weekly, weekly, or annual. The calculator converts it to monthly.
  2. List your expenses - add all regular monthly expenses. Edit the pre-filled categories or add your own.
  3. Review your surplus or deficit - the difference between income and expenses shows how much you have left or are short each month.
  4. Aim for a savings rate of at least 20% following the 50/30/20 rule.

Frequently Asked Questions

The 50/30/20 rule splits after-tax income into three buckets: 50% for needs (rent/mortgage, utilities, groceries, minimum debt payments, transportation), 30% for wants (dining out, subscriptions, entertainment, vacations), and 20% for savings and extra debt payments. On a $5,000/month take-home salary, that means $2,500 for needs, $1,500 for wants, and $1,000 for savings. It is a starting framework, not a rigid rule.

Related Calculators