Budget Balance Checker

Check if your budget is balanced and test different financial scenarios

Current Budget

$
$

Enter your income and expenses to see your budget status

Monthly Balance:
$0.00
Savings Rate:
0.0%

Financial experts typically recommend 3-6 months of expenses

Recommended Emergency Fund

$0.00

Test a "What-If" Scenario

About Budget Balancing

A well-balanced budget ensures you're living within your means and saving for the future. Financial experts recommend:

  • Saving at least 20% of your income
  • Keeping housing costs below 30% of your income
  • Building an emergency fund of 3-6 months of expenses
  • Tracking expenses regularly and adjusting as needed

This tool helps you check if your budget is balanced and lets you test different scenarios to improve your financial health.

Note: This calculator provides general guidance. For personalized financial advice, please consult with a professional financial advisor.

Smart Financial Guidelines

20%

Savings Rate

Financial experts recommend saving at least 20% of your income for long-term financial health.

3-6

Months

Your emergency fund should cover 3-6 months of expenses to protect against unexpected financial challenges.

30%

Housing

Keep housing costs (rent/mortgage, insurance, utilities) below 30% of your gross income.

The 50/30/20 Budgeting Rule

A simple framework recommended by financial experts

50%

Needs

  • • Housing (rent/mortgage)
  • • Utilities
  • • Groceries
  • • Transportation
  • • Insurance
  • • Minimum debt payments
30%

Wants

  • • Dining out
  • • Entertainment
  • • Hobbies
  • • Shopping
  • • Subscriptions
  • • Travel
20%

Savings & Debt

  • • Emergency fund
  • • Retirement savings
  • • Extra debt payments
  • • Investment accounts
  • • Future goals

Building Your Emergency Fund

Why You Need It

  • • 40% of Americans can't cover a $400 emergency
  • • Job loss recovery takes 3-6 months on average
  • • Medical emergencies can cost thousands
  • • Major repairs happen unexpectedly

Start Small, Build Big

Initial goal:$1,000
Ultimate goal:3-6 months expenses

Keep in high-yield savings account (4-5% APY) for easy access

Debt Elimination Strategies

Debt Snowball Method

Pay minimums on all debts, then attack the smallest balance first

Benefits:

  • • Quick psychological wins
  • • Builds momentum
  • • Higher success rate (78%)

Debt Avalanche Method

Pay minimums on all debts, then attack highest interest rate first

Benefits:

  • • Saves more money in interest
  • • Mathematically optimal
  • • Faster debt elimination

Practical Budgeting Steps

1

Track Your Spending

Monitor expenses for 30 days to see where money actually goes

2

Use the Envelope Method

Allocate cash for variable expenses like groceries and entertainment

3

Automate Your Savings

Set up automatic transfers to savings accounts

Common Budgeting Mistakes

  • • Being too restrictive (leads to "budget burnout")
  • • Not accounting for irregular expenses
  • • Forgetting to budget for fun money
  • • Not adjusting as income changes

Zero-Based Budgeting:

Income - Expenses - Savings = $0
Give every dollar a job before the month begins

Disclaimer: The calculators and information provided on Steady Spending are for educational and illustrative purposes only. They do not constitute financial advice. For personalized financial guidance, please consult with a qualified financial advisor who can assess your individual situation.