Split your net monthly income into needs, wants, and savings targets, then see how your actual spending compares.
Each target is a straight percentage of the net income you enter: 50% goes to the needs target, 30% to wants, and 20% to savings. Your actual spending in each category is then compared against that target so you can see exactly where you are over or under, in dollars rather than just a percentage.
| Bucket | Typical items |
|---|---|
| Needs (50%) | Rent/mortgage, groceries, utilities, insurance, minimum debt payments, commute |
| Wants (30%) | Dining out, entertainment, hobbies, subscriptions, travel |
| Savings (20%) | Retirement contributions, emergency fund, extra debt payoff, investing |
The 50/30/20 split is a general guideline popularized for a typical dual-income household, not a formula derived from your specific circumstances. High cost-of-living areas, single-income households, or significant debt loads often need a different split, particularly a larger needs bucket.
This calculator is for informational purposes only and is not financial advice. Adjust the split to fit your actual fixed costs and priorities.