Monthly surplus: $0

Where is my money going?

Drop your income and your monthly categories. We'll show your actual split against the 50/30/20 baseline, flag what's tight, and project twelve months out.

50 needs · 30 wants · 20 save
01Income
$
02Categories

Your monthly expenses. Adjust any amount and everything recalculates.

Needs$3.2k · 64%
Housing
$
Utilities
$
Food
$
Transport
$
Insurance
$
Healthcare
$
Min. debt
$
Other
$
Wants$1.0k · 20%
Dining out
$
Entertainment
$
Shopping
$
Subscriptions
$
Travel
$
Hobbies
$
Other
$
Savings$800 · 16%
Emergency
$
Retirement
$
Investing
$
Goals
$
Extra debt
$
Other
$
03 · The result
Monthly surplus
+$0
Income $5.0k allocated $5.0k · room to allocate or save more
Your split vs 50/30/20 baseline
You
Needs 64%
Wants 20%
Save 16%
Ideal
Needs 50%
Wants 30%
Save 20%
Needs
64.0%
$3.2kideal 50%
Wants
20.0%
$1.0kideal 30%
Save
16.0%
$800ideal 20%
Free
0.0%
$0ideal 0%
Bucket totals
Total$5.0k100%
Needs$3.2k 64%
Wants$1.0k 20%
Savings$800 16%
Insight
Your budget is balanced — every dollar is allocated. Your savings rate looks healthy.
Your biggest expenses
1
Housing
$1.5k30%
2
Food
$60012%
3
Transport
$4008%
4
Dining out
$3006%
5
Utilities
$2004%
See category breakdown · semáforo · 12-month projection
04 · Category health

Line by line — what's tight, what's slack

CategoryMagnitudeMonthlyStatus
Housing
Rent · utilities · HOA
$1.5k
30.0%
near cap
Transport
Car · gas · insurance
$400
8.0%
on track
Food
Groceries · dining out
$600
12.0%
near cap
Insurance & health
Medical · dental · life
$200
4.0%
on track
Utilities
Electric · internet · phone
$200
4.0%
on track
Dining & entertainment
Restaurants · events · fun
$450
9.0%
on track
Shopping & subscriptions
Clothes · streaming · apps
$280
5.6%
on track
Travel & hobbies
Trips · sports · hobbies
$200
4.0%
on track
Savings & investing
401k · IRA · emergency
$800
16.0%
on goal
Debt minimums
Credit cards · student loan
$200
4.0%
on track
05 · 12-month projection

Hold this budget for a year — what you build

Cumulative savings
Save + allocate surplus
Current only
$9.6k at 12mo$3.8k$7.5k$11.3k$15.0ktodayNovFebMayAug
Where you stand
Net Worth tracker
Assets minus liabilities — track the gap close monthly as you save.
/budget/networthOpen ↗
How safe you areRecommended
Emergency fund
Months of expenses you have covered. See how far your current savings go.
/budget/emergencyOpen ↗
Beyond the chart
12-month projection
Stress test: what happens if income drops 10% or housing goes up?
/budget/projectionOpen ↗
You have debt payments
Run the payoff plan
See when each debt clears — Avalanche or Snowball.
Open ↗
Buying soon?
How much can I afford?
Your savings get you closer. See what home price your income supports.
Open ↗
Save your work