Finance Tools

Budget
Planner

Add your income and expenses by category. See your remaining balance, savings rate, and exactly where your money goes.

Monthly Budget

$
Remaining Income
after all expenses
Total Income
Total Expenses
Remaining
Savings Rate
Annual Savings
Annual Expenses
Years to $100K

Expense Breakdown

    50/30/20 Budget Check

    Needs (Housing + Transport + Health) 0%
    0% of income — target: ≤ 50%
    Wants (Food + Entertainment + Other) 0%
    0% of income — target: ≤ 30%
    Savings (remaining / surplus) 0%
    0% of income — target: ≥ 20%

    Insights

      About this calculator

      The 50/30/20 rule is a widely used budgeting framework that divides after-tax income into three categories: needs (50%), wants (30%), and savings or debt repayment (20%). It was popularised by Senator Elizabeth Warren in her book All Your Worth. The proportions are a starting point — adjust them based on your income level, cost of living, and financial goals.

      Categorising your actual spending reveals patterns that are easy to miss. Most people underestimate how much they spend on discretionary items until they see the numbers charted over several months. A budget that reflects reality — rather than aspirations — is more useful for identifying where changes are possible.

      Results are estimates for informational purposes only and do not constitute financial advice. Consult a qualified financial advisor before making financial decisions.