Budget Calculator

Free budget calculator to plan your monthly spending. Apply the 50/30/20 rule, track income vs expenses by category, and see exactly where your money should go, instantly with no signup.

Budget Plan

50/30/20 splits income into needs, wants, and savings. Pick a preset or use the framework selector.


Monthly Spending by Category

Enter your spending in the Actual $ or % fields, they stay in sync as you type.

Budget Summary

Total Income
$0
Total Expenses
$0
Monthly Surplus
$0
Savings Rate
0%
Largest Overspend
Annual Savings Projection
$0

Needs / Wants / Savings (Actual vs Target)

How This Is Calculated

Recommended amounts use your income × framework percentages; gaps compare actual spending to each category target, with your own numbers plugged in:

Enter your income and expenses to see the math…
Guide & Reference

Everything behind the Budget Calculator

Formulas, reference charts, and detailed answers — expand any section you need.

50/30/20 Budget Calculator: The Rule Explained

The 50/30/20 rule splits take-home income three ways: 50% needs, 30% wants, 20% savings.

Take-Home IncomeNeeds (50%)Wants (30%)Savings (20%)
$3,000$1,500$900$600
$5,000$2,500$1,500$1,000
$8,000$4,000$2,400$1,600

Budget Calculator: How Should I Split My Monthly Income?

This budget calculator turns your take-home income into a complete monthly spending plan. Enter your income and the calculator generates recommended amounts for every category under the framework you choose, then lets you enter your actual spending to see exactly where the plan and reality diverge.

Example: On $5,000 monthly take-home, the 50/30/20 rule recommends $2,500 for needs, $1,500 for wants, and $1,000 for savings and debt payoff.

Zero-Based Budget Calculator: Every Dollar Assigned

Zero-based budgeting assigns every dollar of income a job before the month starts, so income minus all assignments equals exactly zero. The zero-based budget calculator mode tracks your remaining unassigned balance live as you fill categories.

Monthly Budget Calculator: Actual Spending vs Plan

Comparison mode takes your actual monthly spending per category and puts it next to the recommended amount, flagging each line over or under. Most budget problems concentrate in two or three categories, usually dining out, shopping, or subscriptions.

What Is a Good Savings Rate?

Savings rate is the percentage of take-home income going to savings and investments. Under 10% leaves little margin. The 10 to 20% range is solid and matches the 50/30/20 target. Above 20% builds wealth quickly.

How to Budget When Expenses Exceed Income

When expenses exceed income, the calculator shows the exact monthly shortfall and ranks your want-category spending by size, since wants are where cuts are realistically available.

FAQ

Frequently Asked Questions

How do I make a monthly budget?
Enter your take-home income and the calculator generates recommended amounts per category under your chosen framework. Then enter actual spending to see the gaps and adjust from there.
What is the 50/30/20 rule?
Split take-home income into 50% needs, 30% wants, and 20% savings and debt payoff. It's a starting framework, not a law.
How much should I spend on rent?
A common guideline is keeping housing at or under 30% of take-home income, which fits inside the 50% needs bucket.
What counts as a need vs a want?
Needs are expenses you can't reasonably eliminate: housing, utilities, groceries, insurance, minimum debt payments. Wants are discretionary. The calculator pre-tags categories and lets you re-tag them.
What is a good savings rate?
10 to 20% of take-home income is solid. Above 20% is strong. The calculator benchmarks your rate automatically.
What if my expenses are higher than my income?
The calculator shows your exact shortfall and ranks your want categories by size, so you can see which specific cuts would close the gap fastest.
Is this calculator free?
Yes, completely free, with no signup and the full plan visible and shareable.

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