60/20/20 Budget Rule Calculator

Last updated: Finance Calculators

60/20/20 Rule Budget Calculator

About This Calculator

This calculator applies the 60/20/20 budgeting rule to help you allocate your monthly income effectively. According to this method, you divide your after-tax income into three categories:

  • 60% for Needs – essential living expenses like housing, groceries, and utilities
  • 20% for Wants – non-essential spending like entertainment, dining out, or subscriptions
  • 20% for Savings – financial goals such as emergency funds, retirement, or debt repayment

This budgeting rule offers a simple, balanced framework for managing personal finances and building long-term financial stability.

How to Use

  1. Enter your monthly income after tax in the input field.
  2. Click the "Calculate" button to see the recommended allocation for Needs, Wants, and Savings.
  3. The output will be displayed using the same currency unit as your input.

Frequently Asked Questions

What is the 60/20/20 rule?

It's a simple budgeting strategy that divides your income into 60% for needs, 20% for wants, and 20% for savings or investments. It helps ensure your basic expenses are covered while still prioritizing financial growth and lifestyle flexibility.

Can I customize the percentages?

No. This calculator uses the fixed 60/20/20 ratio. For customizable budgeting, you might consider alternatives like the 50/30/20 rule.

What qualifies as a "Need"?

Needs include essentials such as rent or mortgage payments, groceries, utility bills, insurance, and transportation costs—anything necessary for day-to-day survival.

Should I use gross or net income?

It’s recommended to use net (after-tax) income so that your budget reflects actual money available for spending and saving.

Is this rule suitable for all income levels?

While the 60/20/20 rule is a helpful guideline, it may not suit everyone. Individuals with higher living costs or debt may need to adjust the ratios to match their financial reality.