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50/30/20 Budget Planner

Enter your income and actual expenses to see where you stand against the classic budgeting rule.

Income
After taxes, 401k, health insurance
Side income, freelance, etc.
Needs — 50% Target (housing, food, utilities, transport, insurance, minimum debt)
Gas, car payment, transit pass
Health, auto, renters/home
Student loans, credit card minimums
Wants — 30% Target (dining out, subscriptions, hobbies, shopping, travel)
Savings & Extra Debt — 20% Target (emergency fund, retirement, investing, extra debt payments)
Beyond 401k (already in paycheck)
Above minimums
🏠 Needs
Target: 50% of take-home
Target monthly
Actual:
Wants
Target: 30% of take-home
Target monthly
Actual:
📈 Savings
Target: 20% of take-home
Target monthly
Actual:
Needs Wants Savings Overspend
Actual vs Target
Category Actual Target Status
Unallocated / Shortfall $0
Expense Detail

What Is the 50/30/20 Rule?

Popularized by Senator Elizabeth Warren in her book All Your Worth, the 50/30/20 rule is a simple framework for balancing your spending: 50% of after-tax income on needs, 30% on wants, and 20% on savings and debt repayment.

Needs (50%)

These are non-negotiable expenses: rent, groceries, utilities, minimum debt payments, health insurance, transportation to work. If you lost your job tomorrow, these are the bills you'd still have to pay.

Wants (30%)

Everything that makes life enjoyable but isn't essential: streaming services, dining out, gym membership, vacations, new clothes, hobbies. You could live without these. Most people have their wants category way too high.

Savings & Debt (20%)

Emergency fund contributions, retirement accounts (beyond 401k), investment accounts, and extra debt payments above minimums. This 20% is what builds long-term financial security.

When 50/30/20 Doesn't Fit

In high cost-of-living cities, housing alone might take 40%+ of income — which forces you to compress wants or savings. The rule is a starting point, not a law. If you're in an expensive city, try 60/20/20 until you can move or increase income. The key is having explicit targets, not perfection.

Pre-Tax vs After-Tax

Apply the rule to your take-home pay, not your gross salary. Your 401k and health insurance premiums are already out before you see the money — they effectively count toward the "savings" bucket without needing to be tracked here.

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