Budget Calculator

Create and manage your monthly budget with detailed income and expense tracking to achieve your financial goals.

Calculator

Calculator Details

Enter your information to calculate results

Monthly Income

Total Income:$5,000

Monthly Expenses

Total Expenses:$2,400
Results
$2,600
Available for Savings
52.0%
Savings Rate
48.0%
Expense Ratio

Excellent Budget Health

You're saving over 20% of your income. Great job!

How It Works

The Budget Calculator helps you track income and expenses to understand your financial health:

Net Income = Total Income - Total Expenses

Savings Rate = (Net Income / Total Income) × 100

Key Components:

  • Income Tracking: Add all sources of monthly income
  • Expense Categories: Track all monthly expenses by category
  • Savings Rate: Percentage of income available for savings
  • Budget Health: Assessment based on savings rate

Examples

Example 1: Healthy Budget

Monthly Income: $6,000

Total Expenses: $4,500

Net Income: $1,500

Savings Rate: 25% (Excellent)

Example 2: Budget Deficit

Monthly Income: $4,000

Total Expenses: $4,500

Net Income: -$500

Savings Rate: -12.5% (Crisis)

Compare

Budget Health Guidelines:

Recommended Budget Allocation
Housing (Rent/Mortgage)25-30%
Food & Groceries10-15%
Transportation10-15%
Savings & Investments20%+
Savings Rate Health
Excellent (20%+)
You're on track for early retirement and financial independence.
Fair (10-15%)
Minimum recommended savings rate. Try to increase if possible.
Critical (0-5%)
Immediate action needed to improve financial security.