50/30/20 Budget Calculator

    Calculate your perfect budget breakdown. Divide income into needs, wants, and savings using proven methods.

    Your Income & Budget Method

    Enter your monthly income and choose a budgeting method

    Example: $3,500 or $5,000

    💡 What These Categories Mean

    Needs (50%): Essential expenses - rent, utilities, groceries, insurance, minimum debt payments

    Wants (30%): Non-essential spending - dining out, entertainment, hobbies, subscriptions

    Savings (20%): Emergency fund, retirement, debt payoff, investments, financial goals

    Your Budget Breakdown

    How to allocate your $4,000 monthly income

    Needs (Essential)
    50% of income
    $0
    Wants (Discretionary)
    30% of income
    $0
    Savings & Goals
    20% of income
    $0

    📈 Annual Projection

    If you maintain this budget, you'll save $0 per year!

    How to Spend Your "Needs" Budget ($0)

    Example breakdown - adjust based on your actual bills

    CategorySuggested %Monthly Amount
    🏠Rent/Mortgage35%$0
    🛒Groceries15%$0
    🚗Transportation15%$0
    🛡️Insurance (Health, Car)15%$0
    💡Utilities (Electric, Water)10%$0
    📋Other Essentials10%$0
    Total Needs50%$0

    💡These are suggestions! Your actual needs vary by location and lifestyle. Track your real expenses for 30 days to see where you stand.

    How to Spend Your "Wants" Budget ($0)

    Your "fun money" - spend guilt-free within this limit!

    CategorySuggested %Monthly Amount
    🍕Dining Out & Takeout30%$0
    🎬Entertainment & Streaming25%$0
    👕Shopping & Fashion20%$0
    Hobbies & Recreation15%$0
    🎉Other Fun Spending10%$0
    Total Wants30%$0

    💡This is your guilt-free spending! As long as you stay under $0/month, enjoy it without worry.

    Budget Assessment

    Excellent savings rate! This follows the recommended 50/30/20 rule.

    Monthly Savings

    $0
    $0 per year

    Recommended Challenge

    Based on your $0 monthly savings:

    $5 Weekly Challenge ($260/year)

    Budget Tips

    Track spending for 30 days to find your true percentages
    Automate savings transfers on payday
    Review and adjust quarterly
    Start achievable, then optimize

    50/30/20 Budget Calculator FAQs

    What is the 50/30/20 budget rule?

    The 50/30/20 rule allocates 50% of after-tax income to needs (essentials), 30% to wants (discretionary), and 20% to savings and debt payoff. It's a simple, flexible framework popularized by Senator Elizabeth Warren.

    What counts as "needs" vs "wants"?

    Needs: Rent/mortgage, utilities, groceries, insurance, minimum debt payments, transportation to work, basic clothing.

    Wants: Dining out, entertainment, gym memberships, subscriptions, travel, hobbies, upgraded items beyond basics.

    Can I adjust the percentages?

    Absolutely! The 50/30/20 rule is a guideline. High cost-of-living areas might need 60/20/20. Aggressive savers use 50/20/30 or even 50/10/40. Use the custom option to find what works for YOUR situation.

    Turn Your Budget Into Action

    Start a savings challenge that fits your 20% savings budget