Budget Builder Calculator

50/30/20 Rule

Master the 50/30/20 Budgeting Rule

The proven budgeting method that helps millions of people take control of their finances

50% - Needs

Essential expenses like housing, food, utilities, and transportation

30% - Wants

Entertainment, dining out, hobbies, and lifestyle choices

20% - Savings

Emergency fund, retirement, investments, and financial goals

Budget Builder Calculator

Create your personal budget using the proven 50/30/20 rule: 50% needs, 30% wants, 20% savings

$

Enter your monthly after-tax income (what you actually receive in your bank account)

Budget Status

Good Progress

Needs (53%)

$2,650

Target: 50%

Wants (19%)

$930

Target: 30%

Savings (27%)

$1,330

Target: 20%

Monthly Budget Categories

Needs (Essential Expenses)

Housing
$
$
Groceries
$
$
Utilities
$
$
Transportation
$
$
Insurance
$
$

Wants (Lifestyle Expenses)

Entertainment
$
$
Dining Out
$
$
Shopping
$
$
Hobbies
$
$

Savings & Investments

Emergency Fund
$
$
Retirement
$
$
Investments
$
$
Financial Goals
$
$

Budget Analysis

Spending Breakdown

Budget vs Actual

Remaining Budget

$90

Great job staying within budget!

Budgeting Tips

  • Track everything: Use apps or spreadsheets to monitor actual spending
  • Pay yourself first: Set aside savings before spending on wants
  • Review monthly: Adjust categories based on actual spending patterns
  • Emergency buffer: Keep a small buffer for unexpected expenses
  • Automate savings: Set up automatic transfers to savings accounts

AI Financial Q&A Assistant

What You'll Learn

Core Budgeting Skills:

  • • How to categorize expenses effectively
  • • The difference between needs and wants
  • • How to allocate income using the 50/30/20 rule
  • • Tracking actual vs budgeted spending

Financial Planning:

  • • Setting realistic savings goals
  • • Building an emergency fund strategy
  • • Balancing present enjoyment with future security
  • • Identifying areas for spending optimization

Success Stories

Sarah's Transformation

"I was spending 70% on wants and had no savings. Using the 50/30/20 rule, I built a $5,000 emergency fund in just 8 months while still enjoying life!"

Mike's Early Retirement

"Starting with 20% savings at age 25, I increased to 40% over time. Now I'm on track to retire at 50 thanks to disciplined budgeting and investing."

Your Next Steps

1. Track for One Month

Use apps like Mint, YNAB, or even a simple spreadsheet to track every expense for 30 days.

2. Set Up Automatic Savings

Open a high-yield savings account and set up automatic transfers for your 20% savings goal.

3. Review and Adjust Monthly

Budget is a living document. Review your spending patterns and adjust categories as needed.