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Budget Calculator

Plan your monthly budget with the 50/30/20 rule — track income, expenses & savings

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Monthly Take-Home Income

Enter your net salary after all deductions

Formula: 50% Needs · 30% Wants · 20% Savings

Budget Examples for Different Income Levels

Fresher — ₹40,000/month

New graduate, shared accommodation, Bengaluru

Needs (50%)₹20,000
Rent (shared)₹8,000
Groceries + food₹5,000
Transport₹4,000
Bills + insurance₹3,000
Wants (30%)₹12,000
Savings (20%)₹8,000
SIP₹4,000
Emergency fund₹4,000
Professional — ₹80,000/month

Mid-career, solo apartment, Mumbai suburbs

Needs (50%)₹40,000
Rent₹20,000
Groceries₹8,000
Transport + fuel₹6,000
Insurance + bills₹6,000
Wants (30%)₹24,000
Savings (20%)₹16,000
SIP + PPF₹10,000
Emergency + FD₹6,000
Family — ₹1,50,000/month

Dual income household, owned flat, Delhi NCR

Needs (50%)₹75,000
Home loan EMI₹35,000
Groceries + school₹20,000
Transport + car EMI₹12,000
Insurance + bills₹8,000
Wants (30%)₹45,000
Savings (20%)₹30,000
SIP + NPS₹20,000
PPF + FD₹10,000

How to Use the Budget Calculator

This calculator offers two modes. The Simple mode applies the 50/30/20 rule instantly — enter your monthly take-home salary and the tool divides it into Needs, Wants, and Savings, along with a granular breakdown of each bucket. The Advanced Tracker lets you enter your actual budgeted and spent amounts for 18 expense categories across Fixed, Variable, and Savings buckets, then computes your budget health score, savings rate, over-budget items, and 50/30/20 alignment.

What is the 50/30/20 Rule?

The 50/30/20 budgeting rule divides your after-tax monthly income into three buckets: 50% for Needs, 30% for Wants, and 20% for Savings and investments. It was popularised by US Senator Elizabeth Warren in her personal finance book All Your Worth and has since become one of the most widely recommended budgeting frameworks globally, including by major Indian financial institutions.

Needs (50%)

Needs are non-negotiable expenses you cannot avoid: rent or home loan EMI, groceries, electricity, water, gas, health and life insurance premiums, public transport or fuel for commuting, and minimum debt repayments. In India, housing alone often accounts for 25-35% of take-home salary in metro cities, which can compress the remaining needs budget significantly.

Wants (30%)

Wants are expenses that improve quality of life but are not essential for survival: dining out, OTT subscriptions, new clothing, gadgets, travel, gym memberships, hobbies, and entertainment. The key distinction is that wants can be reduced or eliminated without immediate hardship, whereas needs cannot.

Savings and Investments (20%)

This bucket covers building your financial future: emergency fund contributions, SIP in equity and debt mutual funds, PPF or NPS deposits, recurring deposits, FDs, and loan repayment beyond the minimum. Most certified financial planners in India recommend prioritising this order: emergency fund first, then high-interest debt, then long-term investments.

Budget Health Score Explained

The advanced tracker computes a budget health score based on your savings rate (savings as a percentage of total income):

ScoreSavings RateMeaning
Excellent20% or aboveYou are saving as per the 50/30/20 ideal — on track for long-term goals
Good15% – 19%Slightly below ideal but making meaningful progress
Fair10% – 14%Savings exist but not enough for ambitious goals — review wants spending
Poor5% – 9%Barely saving — one unexpected expense away from financial stress
CriticalBelow 5%Living nearly paycheck to paycheck — immediate budget review needed

Frequently Asked Questions

What is the 50/30/20 rule for budgeting?
The 50/30/20 rule is a simple budgeting framework where 50% of your after-tax income goes to Needs (rent, food, utilities, transport, insurance), 30% to Wants (dining out, entertainment, shopping, hobbies), and 20% to Savings and investments (emergency fund, SIP, PPF, FD). It was popularised by Senator Elizabeth Warren and is widely recommended by Indian financial advisors as a starting framework for personal finance.
Is the 50/30/20 rule suitable for India?
The 50/30/20 rule works as a starting point for India but often needs adjustment. In metro cities like Mumbai, Delhi, or Bengaluru, housing alone can consume 35–40% of income, pushing the Needs bucket beyond 50%. A more realistic split for high-rent cities may be 60/20/20. For smaller cities and towns, 50/30/20 or even 40/30/30 (higher savings) is achievable. The core principle — spending less than you earn and saving at least 20% — remains universally applicable.
What is a good savings rate in India?
Financial planners in India recommend saving at least 20% of your take-home salary. A savings rate of 20–29% is considered Good, while 30%+ is Excellent. For early-stage wealth building (ages 22–35), targeting 25–30% is advisable. If you have a home loan EMI, the EMI counts as a form of forced saving (building equity), so your effective savings rate is higher than what you invest in market instruments alone.
What should I include in Fixed vs Variable expenses?
Fixed expenses are costs that are the same or nearly the same every month: rent or home loan EMI, car loan EMI, insurance premiums (LIC, health, vehicle), and subscription services. Variable expenses change month-to-month: groceries, utilities, fuel and transport, dining out, entertainment, shopping, medical expenses, education, personal care, and miscellaneous spending. Keeping these two buckets separate helps you identify where you have flexibility to cut costs.
How do I build an emergency fund in India?
An emergency fund should cover 3–6 months of your essential monthly expenses. For example, if your essential monthly expenses are ₹30,000, your emergency fund target is ₹90,000–₹1,80,000. Keep it in a liquid instrument: a high-yield savings account, liquid mutual fund, or a sweep-in FD. Most financial advisors recommend building your emergency fund before starting aggressive SIP investments.
What is a budget health score?
The budget health score is based on your savings rate. Excellent means 20%+ savings rate, Good means 15–19%, Fair means 10–14%, Poor means 5–9%, and Critical means below 5%. A savings rate below 5% means you are living almost entirely paycheck to paycheck. Improving your savings rate by even 2–3% per month through small expense cuts can significantly impact your long-term financial security.
How much should I invest in SIP every month?
A common starting point is to invest 10–15% of your take-home salary in equity mutual funds via SIP. On a salary of ₹60,000, a SIP of ₹6,000–₹9,000 per month is a reasonable target. Use the 50/30/20 framework: your 20% savings bucket (₹12,000 on ₹60K) should be split between emergency fund top-up, SIP in equity mutual funds, and tax-saving instruments like PPF or ELSS. As your income grows, increase your SIP amount by the same percentage — this is called a step-up SIP.

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