Finance Planning

Budget calculator

Monthly take-home pay
Needs
Rent, food, bills, transport, minimum debt payments
Wants
Eating out, subscriptions, holidays
Savings and extra debt payments
Unallocated 100
On 3200 take-home
Target against actual
Needs target (50%) 1,600
Wants target (30%) 960
Savings target (20%) 640
Needs actual 53.1 %
Wants actual 29.7 %
Savings actual 14.1 %
50 needs · 30 wants · 20 savings

The split assumes housing is affordable, and in expensive cities it simply is not — needs can reach 65% of take-home for someone doing nothing wrong. The rule is still useful there, but as a diagnostic rather than a target: if needs are 65%, the honest conclusion is that wants and savings are competing for 35%, and the decision is which one gives way. Pretending the split is achievable is what makes people abandon budgeting entirely.

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The 50/30/20 rule allocates take-home pay as 50% needs, 30% wants and 20% savings. On 3,200 a month that is 1,600, 960 and 640. It is a starting framework rather than a law, and it breaks in expensive housing markets.

How to use the 50/30/20 budget

1 Enter monthly take-home pay, after tax and pension.
2 Put housing, food, bills, transport and minimum debt payments under needs.
3 Put everything discretionary under wants.
4 Compare your actual percentages against the targets.

What counts as a need is where the framework does most of its work. A car is a need if there is no alternative to get to work and a want if there is; a phone contract is a need, but the difference between a basic plan and a flagship handset is not. Being honest at that boundary is the point of the exercise — most budgets fail not because the arithmetic is wrong but because a comfortable amount of the "wants" column has been quietly reclassified.

Questions

Fifty per cent of take-home to needs, thirty to wants, twenty to savings and debt repayment.

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