Budgeting

The key to saving money is to simply spend less than you earn. But for many, this isn’t as easy as it sounds. That’s why having a reliable gauge that highlights your spending habits is so important. This budgeting tool will help you track your monthly expenses and monthly income, to help ensure you consistently have enough left over to allocate to savings.

Expenses Worksheet
 
Income Worksheet
Compare

Monthly fixed expenses:

 
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Total monthly fixed expenses  

Monthly variable expenses:

 
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+
Total monthly variable expenses  
Grand total monthly expenses  

Enter your expenses in the fields to the left to see how you spend your money each month. Click + to enter/view more details.

Each pie piece can be selected to see what percentage of your total expenses you spend on each category.

 

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Monthly income (before tax):

 
 
 
 
+
 
 
 
Total income (before tax):  
 
 
Total monthly income (after tax)  

Enter your sources of income in the fields to the left to see the money you earn each month. Click + to enter/view more details.

Each pie piece can be selected to see what percentage you earn in each category.

 

X Close

 
 
 
 

Based on the information you provided, you will have a monthly surplus of   after expenses.

 Income
 Expenses
 Surplus
 

Based on the information you provided, you will have a monthly shortfall of  

 Income
 Expenses
 Shortfall
 
 
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