Free Budget Planner Worksheet

Input your income and expenses, and we'll show how your spending compares to the 50/30/20 budget.

Lauren SchwahnJanuary 14, 2019
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What is a budget planner?

A successful budget planner helps you decide how to best spend your money while avoiding or reducing debt. NerdWallet recommends the 50/30/20 budget, which suggests that 50% of your income goes toward needs, 30% toward wants and 20% toward savings and debt repayment.

Use the free budget worksheet below to see how your spending compares to this kind of budget.

Monthly budget worksheet

How do you create a budget plan?

The best budget planner is one you can live with. The 50/30/20 breakdown is a recommendation to help you get started. Adjust your spending as needed until you reach your ideal budget. 

Need help with other money matters? Check out more financial calculators from NerdWallet.

Automate your budget with NerdWallet

Track spending by category, compare months and spot ways to save.

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