Stax

Monthly Budget Planner

Plan monthly income and expenses with 50/30/20 rule analysis.

Monthly Income

₹80,000

Monthly Expenses

₹41,000
Monthly Balance
₹39,000
48.8% savings rate
Total Income
₹80,000
Total Expenses
₹41,000
50/30/20 rule analysis
CategoryTargetActualDifference
Needs (50%)₹40,000₹31,000₹-9,000
Wants (30%)₹24,000₹0₹-24,000
Savings (20%)₹16,000₹10,000₹-6,000

Needs = housing, food, transport, utilities, EMI. Wants = entertainment, dining, clothing. Savings = investments, education.

Plan your finances with the 50/30/20 rule

A monthly budget planner helps you understand where your money goes, identify overspending, and set realistic savings goals. The 50/30/20 framework gives you a clear target for needs, wants, and savings based on your actual income.

How to use the budget planner

  1. Enter your monthly income sources with amounts.
  2. Add all your monthly expenses under the right categories.
  3. Review the monthly balance and savings rate in the summary cards.
  4. Check the 50/30/20 analysis to see where you stand against the recommended splits.

Frequently asked questions

What is the 50/30/20 rule?
The 50/30/20 rule is a popular budgeting guideline: 50% of after-tax income goes to needs (housing, food, transport), 30% to wants (entertainment, dining), and 20% to savings and investments.
How is the savings rate calculated?
Savings rate = (Total Income − Total Expenses) ÷ Total Income × 100. A positive balance means you are saving money each month.
Which expense categories count as 'needs'?
Housing/Rent, Groceries, Transport, Utilities, Healthcare, Insurance, and EMI/Loan are classified as needs for the 50/30/20 analysis.
Can I add multiple income sources?
Yes. Click '+ Add income' to add salary, freelance, rental, or any other income streams. Each row has a name, category, and amount field.
Is my budget data saved?
The budget data exists only in your browser session. Refreshing the page resets it to sample defaults. For persistence, save/export features may be added in future.

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