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Budget Calculator

Create a simple monthly budget.
Enter your income and expenses to see how much you can save each month and where your money goes.

Monthly Budget Summary

How a monthly budget works:

A budget is the simplest and most powerful personal finance tool. It compares your total income against your total expenses to show whether you are saving money or overspending.

The formula:

Monthly Savings = Total Income − Total Expenses

The 50/30/20 rule (recommended budget split):

Category % of Income What It Covers
Needs 50% Rent/mortgage, utilities, groceries, insurance, minimum debt payments
Wants 30% Dining out, entertainment, hobbies, subscriptions, shopping
Savings 20% Emergency fund, retirement, investments, extra debt payoff

Worked example:

Monthly income: $4,000 after tax

  • Needs (50%): $2,000 — rent $1,200, groceries $400, utilities $200, insurance $200
  • Wants (30%): $1,200 — dining $300, entertainment $200, subscriptions $100, shopping $600
  • Savings (20%): $800 — emergency fund $400, retirement $400

If your expenses exceed income:

  1. First cut wants — subscriptions, dining out, shopping
  2. Then reduce needs — cheaper housing, lower grocery bill, shop for better insurance rates
  3. Then increase income — side hustle, negotiate a raise, freelance work

Key tip: Track your actual spending for one month before making a budget. Most people are surprised where their money really goes — small daily purchases often add up to hundreds per month.

Emergency fund target: Save 3–6 months of essential expenses before investing. This protects you from unexpected job loss, medical bills, or car repairs.


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