Free Budget Calculator

Track your monthly income and expenses with our free budget calculator. Use the 50/30/20 rule, visualize spending with charts, and take control of your finances.

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📚 Learn More About Budgeting

💰 The 50/30/20 Rule

A simple budgeting framework: allocate 50% of after-tax income to needs, 30% to wants, and 20% to savings and debt repayment.

Example: With $4,000 monthly income, budget $2,000 for needs (rent, food), $1,200 for wants (entertainment), and $800 for savings.

🏠 Needs vs Wants

Needs (50%):

Housing, utilities, groceries, transportation, insurance, minimum debt payments.

Wants (30%):

Dining out, entertainment, hobbies, subscriptions, shopping, vacations.

Savings (20%):

Emergency fund, retirement, investments, extra debt payments.

🚨 Emergency Fund

Start by saving $1,000 for immediate emergencies, then build to 3-6 months of expenses for job loss or major unexpected costs.

Pro tip: Keep your emergency fund in a high-yield savings account for easy access and growth.

📊 Zero-Based Budgeting

Assign every dollar a job. Your income minus expenses should equal zero, meaning all money has a purpose (including savings).

This method ensures you're intentional with every dollar and prevents overspending.

⚠️ Common Mistakes

  • Not tracking small purchases (they add up!)
  • Forgetting irregular expenses (insurance, gifts)
  • Being too restrictive (allow some fun money)
  • Not reviewing and adjusting monthly
  • Ignoring debt in your budget

✅ Best Practices

  • Review your budget weekly
  • Use cash for discretionary spending
  • Automate savings and bill payments
  • Track every expense for 30 days
  • Adjust categories based on reality
  • Celebrate small wins and progress

How to Use This Budget Calculator

1️⃣

Enter Your Income

Add all income sources: salary, freelance, side hustles, investments, and any other money coming in.

2️⃣

Add Your Expenses

Categorize spending into needs (housing, food), wants (entertainment), and savings (emergency fund, retirement).

3️⃣

Review & Adjust

Check if you're following the 50/30/20 rule, review charts, and adjust spending to meet your financial goals.

Frequently Asked Questions

What is the 50/30/20 budget rule?

The 50/30/20 rule is a simple budgeting framework where you allocate 50% of your after-tax income to needs (housing, food, utilities), 30% to wants (entertainment, dining out), and 20% to savings and debt repayment. It's a flexible guideline that helps ensure you're covering essentials while still enjoying life and building wealth.

How much should I save each month?

Aim to save at least 20% of your after-tax income. Start with building a $1,000 emergency fund, then work toward 3-6 months of expenses. After that, focus on retirement savings (15% of income) and other financial goals. If 20% seems impossible, start with any amount and gradually increase it.

What counts as a "need" vs a "want"?

Needs are essential for survival and work: housing, utilities, groceries, transportation, insurance, and minimum debt payments. Wants are things you choose to spend on: dining out, entertainment, hobbies, cable TV, gym memberships, and vacations. The line can be blurry—basic groceries are needs, but expensive organic brands might be wants.

How often should I review my budget?

Review your budget weekly to track spending and monthly to adjust categories. Weekly check-ins help you stay on track and catch overspending early. Monthly reviews let you see patterns, adjust for irregular expenses, and celebrate progress toward your financial goals.