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Finance & Tax

Monthly Budget Calculator

Plan your monthly budget with income, expenses, and savings. Compare against 50/30/20 benchmarks. Free personal budget calculator.

Budget Inputs

Structure spending by Needs, Wants, and Savings, and tag each item as fixed or variable.

Budget Lines
Monthly Snapshot

Monthly Income

$5,000.00

Total Budgeted

$3,300.00

Surplus / Deficit

$1,700.00

Savings Rate

11.0%

Needs$2,360.00 (47.2%)
Wants$390.00 (7.8%)
Savings$550.00 (11.0%)
Fixed Expenses: $2,100.00 (42.0%)
Variable Expenses: $1,200.00 (24.0%)
Best-Practice Benchmarks

Comparison against the 50/30/20 method: 50% Needs, 30% Wants, 20% Savings.

Needs

Target: $2,500.00 | Actual: $2,360.00

Under target by $140.00

Wants

Target: $1,500.00 | Actual: $390.00

Under target by $1,110.00

Savings

Target: $1,000.00 | Actual: $550.00

Below target by $450.00

Emergency Fund Target

3 months essentials: $7,080.00

6 months essentials: $14,160.00

Insights
  • Savings is below the 20% benchmark. Move some cash flow from Wants to Savings.
  • Emergency fund target: $7,080.00 (3 months essentials) to $14,160.00 (6 months).

Planning guidance only, not financial advice. Numbers are estimates and should be reviewed against your actual statements.

This tool provides estimates for informational purposes only and does not constitute financial, tax, or legal advice. Results may vary based on your specific circumstances. Always consult a qualified professional before making financial decisions.

100% free to useCore processing stays on-deviceNo core-file server uploadsNo account or trial

About Monthly Budget Calculator

The Monthly Budget Calculator helps you plan your income and spending across categories and see how your allocation compares to common budgeting benchmarks. The most widely used is the 50/30/20 rule: 50% of after-tax income for needs (housing, food, utilities, transport), 30% for wants (dining out, entertainment, subscriptions), and 20% for savings and debt repayment.

Enter your take-home monthly income and your expected spending in each category. The tool totals everything up, calculates your surplus or deficit, and shows your percentage split side by side with the benchmark. You can see immediately whether your housing costs are consuming too much of your income, whether your savings rate is where it needs to be, or where you have room to adjust.

This tool is for freelancers and self-employed individuals who do not have a fixed monthly income, as well as salaried employees who want to understand where their money goes each month. Irregular earners can use the average of the past three months as their income figure.

The 50/30/20 rule is a starting point, not a rule. Someone in an expensive city might spend 60% on needs and have less room for wants. Someone with student debt might prioritize the 20% savings bucket toward debt repayment first. The value of this tool is not hitting a target percentage - it is seeing your actual spending clearly so you can make deliberate choices.

Your budget entries are saved in your browser's local storage and are there when you return on the same device. Nothing is sent to a server, and no account is required. The data lives only in your browser.

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