Budget Planner
Allocate income across needs, wants, and savings — then assign each item to an account.
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* The numbers below are examples — change them to fit your needs.
Editable
Income & Rule
Allocation
The 50/30/20 rule is a budgeting approach commonly recommended by financial professionals as a starting point.
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Summary
Your actual allocation based on your items.
Total allocated: $0.00
Surplus: $0.00
| Category | Allocated ($) | Allocated (%) |
|---|---|---|
| Savings & Investments | $0.00 | 0.00% |
| Wants | $0.00 | 0.00% |
| Needs | $0.00 | 0.00% |
Accounts
Set up your fund account you use to manage your funds
| Transfer To Account | Set Auto Transfer |
|---|
Savings & Investments
Add items and allocate to an account.
Total: $0
Remaining: $0
| Item name | Billing period | Account | Amount | Per pay period |
|---|
Wants
Add items and allocate to an account.
Total: $0
Remaining: $0
| Item name | Billing period | Account | Amount | Per pay period |
|---|
Needs
Add items and allocate to an account.
Total: $0
Remaining: $0
| Item name | Billing period | Account | Amount | Per pay period |
|---|
Frequency logic: we convert every item into your chosen pay frequency using annual equivalence for accuracy (e.g. 1 month = 1/12 of a year, not 4 weeks).