BUDGET

06 / 15

MONTHLY BUDGETAFTER-TAX INCOME

MONTHLY TAKE-HOME INCOME$/MO

SPENDING CATEGORIES11 ACTIVE

NEEDS$3,200

HOUSING / RENT$

UTILITIES$

GROCERIES$

TRANSPORT$

INSURANCE$

WANTS$680

DINING OUT$

ENTERTAINMENT$

SUBSCRIPTIONS$

TRAVEL$

SAVINGS$650

SAVINGS / INVESTING$

EXTRA DEBT PAYMENT$

ADD CUSTOM CATEGORY

BUDGET READOUT

UNALLOCATED EACH MONTH

$670

TOTAL ALLOCATED

$4,530

SAVINGS RATE

25.4 %

YOURS VS 50/30/20 RULE

NEEDS62%RULE 50%

WANTS13%RULE 30%

SAVINGS13%RULE 20%

TICK MARKS = 50/30/20 BENCHMARKS · SAVINGS RATE INCLUDES UNALLOCATED SURPLUS · $5K/MO ALLOCATED

EXPORT

EXPORTS EVERY INPUT, RESULT AND YEAR-BY-YEAR FIGURE FROM THIS CALCULATION.