Budgeting

50/30/20 Budget Calculator

Split your after-tax income into needs (50%), wants (30%), and savings (20%) with the popular 50/30/20 rule.

Calculator

$

Needs (50%)

$2,000

Wants (30%)

$1,200

Savings (20%)

$800

Projection

What is 50/30/20 budget?

The 50/30/20 rule is a simple budgeting framework popularized by Senator Elizabeth Warren. It divides your after-tax income into three buckets: 50% for needs, 30% for wants, and 20% for savings and debt repayment.

Example

With $4,000 take-home pay, you would allocate $2,000 to needs, $1,200 to wants, and $800 to savings.

Money-saving tips

  • If you live in a high-cost area, needs may exceed 50% — adjust wants first.
  • Automate the 20% savings transfer so it happens before you can spend it.
  • Use the 20% for savings, investments, and extra debt payments.

Common mistakes

  • Counting minimum debt payments as savings — they go in needs.
  • Treating all 30% of wants as discretionary dining out.

Financial definitions

Needs
Essential expenses required to live and work.
Wants
Non-essential spending that improves lifestyle.

Frequently asked questions

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