Budget Calculator & Financial Planning Tool

Plan your personal finances, analyze spending patterns, and get insights into your financial health with our comprehensive budget calculator.

Monthly Income (Before Tax)
Primary job income
Freelance, investments, etc.
Essential Expenses
Rent/mortgage, utilities
Car payment, fuel, maintenance
Groceries, dining out
Financial Goals
Emergency fund, general savings
401(k), IRA, stocks
Discretionary Spending
Movies, hobbies, subscriptions
Clothes, personal items

Budget Analysis

Housing Ratio
0%
Savings Rate
0%
Discretionary Ratio
0%

Recommendations

    Understanding Your Personal Budget

    The 50/30/20 Rule

    A popular budgeting method that suggests allocating:

    • 50% of income to essential needs
    • 30% to wants and discretionary spending
    • 20% to savings and debt repayment

    Key Budget Categories Explained

    Essential Expenses

    These are must-pay items including housing, utilities, food, and basic transportation. Aim to keep these below 50% of your take-home pay.

    Financial Goals

    Include emergency fund savings (3-6 months of expenses), retirement contributions, and debt repayment. Allocate at least 20% of income to this category.

    Discretionary Spending

    Non-essential expenses like entertainment, shopping, and hobbies. While important for quality of life, these should be the first areas to cut if needed.

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