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Monthly Budget Planner

Track income and expenses to see your monthly remaining budget.

Enter values to run

Monthly spending categoriesAdd up to 10 categories. Amounts use USD.
$2,940,000 (USD)
1
2
3
4
5
6
7

Result

Example result
Monthly income 3,500,000 USD
Remaining 560,000 USD · Daily allowance 18,667 USD
Essential / fixed 1,240,000 USD (35.4%) · Flexible / variable 1,000,000 USD (28.6%)
Savings / investing 700,000 USD · Projected savings 1,260,000 USD
50/30/20 rule · Savings target 700,000 USD · 560,000 USD above target
Largest category: Housing 900,000 USD

This example uses the starter budget categories. Change the amounts or categories and run the planner for your analysis.

Save

Save the current result as an Excel table or readable text.

STEPS

How to use

  1. Enter monthly income and fixed or variable expenses.
  2. Set a savings goal and category budgets.
  3. Run it to see the remaining balance and over-budget categories.

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