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Financial Tool #2

50/30/20 Monthly Budget Planner

Divide your take-home income into Needs (50%), Wants (30%), and Savings (20%).

Est. Take-Home Pay: $4,225/month
Needs (50%)
$2,113/mo

Housing, utilities, groceries, transportation, minimum debt payments.

Wants (30%)
$1,268/mo

Dining out, entertainment, hobbies, travel, shopping, subscriptions.

Savings & Investments (20%)
$845/mo

Emergency fund, 401(k), Roth IRA, stocks, debt payoff acceleration.

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