Budget Calculator

Create and manage your personal budget with income and expense tracking. Use the 50/30/20 rule or create custom categories to achieve your financial goals.

Total Monthly Income: $4,000

Budget Categories

How to Use the Budget Calculator

  1. Enter Monthly Income: Input all income sources including salary, side income, and investments
  2. Add Fixed Expenses: Enter recurring expenses like rent, insurance, and loan payments
  3. Track Variable Expenses: Add categories for food, entertainment, shopping, and other variable costs
  4. Set Savings Goals: Define your emergency fund and long-term savings targets
  5. Use 50/30/20 Rule: Apply the popular budgeting framework for balanced spending
  6. Monitor Progress: Compare actual spending against your budget allocations

Budget Planning Examples

50/30/20 Budget ($5,000 Income)

Monthly Income:$5,000

Needs (50%):$2,500
• Rent/Mortgage: $1,500
• Utilities: $200
• Groceries: $400
• Transportation: $300
• Insurance: $100
Wants (30%):$1,500
• Entertainment: $400
• Dining Out: $300
• Shopping: $500
• Subscriptions: $100
• Hobbies: $200
Savings (20%):$1,000

Custom Budget ($3,500 Income)

Monthly Income:$3,500

Housing (40%):$1,400
Food (15%):$525
Transportation (12%):$420
Utilities (8%):$280
Entertainment (10%):$350
Savings (15%):$525

Budgeting Best Practices:

  • Track Everything: Monitor all income and expenses for accurate budgeting
  • Emergency Fund: Build 3-6 months of expenses in emergency savings
  • Adjust Monthly: Review and adjust your budget based on actual spending
  • Automate Savings: Set up automatic transfers to reach your goals

Understanding Budget Categories

Essential Categories

Housing (25-30%)

Rent, mortgage, property taxes, maintenance

Food (10-15%)

Groceries and essential dining expenses

Transportation (10-15%)

Car payments, gas, insurance, public transport

Optional Categories

Entertainment (5-10%)

Movies, concerts, subscriptions, hobbies

Shopping (5-10%)

Clothing, electronics, non-essential purchases

Savings (20%+)

Emergency fund, retirement, investments

Frequently Asked Questions

What is the 50/30/20 budget rule?

The 50/30/20 rule allocates 50% of income to needs, 30% to wants, and 20% to savings. It's a simple framework for balanced financial planning.

How much should I save each month?

Aim to save at least 20% of your income. Start with 10% if needed, and increase gradually. Emergency funds should be your first priority.

What if my expenses exceed my income?

Look for areas to cut expenses, especially in the "wants" category. Consider increasing income through side jobs or asking for a raise.

How often should I review my budget?

Review your budget monthly to track actual vs planned spending. Adjust categories based on your spending patterns and changing needs.

Should I use cash or cards for budgeting?

Both work. Cash helps control spending, while cards provide transaction records. Choose what helps you stick to your budget best.

How do I handle irregular income?

Base your budget on your lowest expected monthly income. Save extra income from higher months to cover shortfalls in lower months.