50/30/20 Budget Template

📋 Client Intake Form

💰 Monthly Income

Budget Month

Budget Year

Primary Take-Home Pay ($)

Secondary Income ($)

Other (SSI, benefits, side hustle) ($)

Total: $0

Budget Snapshot

Budgeted

Needs

Wants

Savings

50/30/20 Status

💡

Enter your income to see your budget status

Your personalized 50/30/20 targets will appear here

Remaining / Unallocated

$0.00

🏠 Needs (50% Target)

Essential living expenses — housing, food, transportation, insurance, utilities

$0.00

Budget: $0.00

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CategoryBudgetedActual SpentDifference

🎉 Wants (30% Target)

Non-essential spending — dining out, entertainment, shopping, subscriptions

$0.00

Budget: $0.00

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CategoryBudgetedActual SpentDifference

💾 Savings & Extra Debt Payments (20% Target)

Emergency fund, retirement, investments, extra debt payoff

$0.00

Budget: $0.00

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CategoryBudgetedActual ContributedDifference

🎯 Savings Goals

📊 Net Worth Snapshot

What you own minus what you owe. Track this monthly to watch your wealth grow.

Assets (What You Own)

Checking & Savings

Retirement / 401k / IRA

Investments / Brokerage

Home Value

Vehicle Value

Other Assets

Total Assets

Liabilities (What You Owe)

Credit Card Balances

Student Loans

Auto Loan

Mortgage Balance

Medical / Collections

Other Debts

Total Liabilities

Your Net Worth

💰 Monthly Income

Budget Snapshot

50/30/20 Status

🏠 Needs (50% Target)

🎉 Wants (30% Target)

💾 Savings & Extra Debt Payments (20% Target)

🎯 Savings Goals

📊 Net Worth Snapshot

Assets (What You Own)

Liabilities (What You Owe)

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