LVL 1 · Rookie
‹ Command Center
Budget module · 50 / 30 / 20

Budget & Net Worth Calculator

Every dollar, in its lane. Draft the plan on the Calculator, face reality in My As-Is, and Compare where they diverge.

Scenario

Calculator · savings rate
0%
Needs$0 · 0%
target ≤ 50%
Wants$0 · 0%
target ≤ 30%
Savings & debt payoff$0 · 0%
target ≥ 20%
Leftover / unallocated$0
The left column is example data. Set up My As-Is → to compare your real numbers.
My As-Is Today
Take-home$0
Needs$0
Wants$0
Savings & debt$0
Leftover$0
Savings rate0%
Calculator Planned
Take-home$0
Needs$0
Wants$0
Savings & debt$0
Leftover$0
Savings rate0%
Savings rate · today vs plan
0% → 0%
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How it works

Every dollar in its lane

A budget only works if it reflects your real numbers. This budget calculator sorts your spending into needs, wants, and savings and measures it against the 50/30/20 rule, while tracking your net worth — what you own minus what you owe — in the same place.

The 50/30/20 frame

Roughly half your take-home for needs, a third for wants, and a fifth for saving and debt payoff. The bars show how your actual split compares, so you can see the gap at a glance instead of guessing.

Most of it fills itself in

Your take-home comes from Income, housing from Mortgage, debts from the Debt calculator, and your emergency-fund target from Savings — so the budget reflects your whole picture without re-typing.

Savings rate and net worth

Your savings rate counts everything you set aside — 401(k), emergency fund, and brokerage — and your net worth ties your assets and debts into one number to grow over time.

Track the trend, not just the month

One month tells you little; the direction tells you everything. Watching your savings rate and net worth move over time turns budgeting from a chore into a scoreboard — and the savings rate, more than any single expense, is the number that decides how fast your net worth grows.

Frequently asked questions

What is the 50/30/20 budget?
A simple rule: about 50% of take-home pay to needs, 30% to wants, and 20% to saving and debt payoff. The calculator compares your actual spending to those shares.
How do I calculate net worth?
Add up what you own — cash, investments, home equity — and subtract what you owe, such as loans and card balances. The result is your net worth.
What is a good savings rate?
Higher is generally better; 20% is a common target. This calculator counts retirement, emergency-fund, and brokerage saving toward your rate.
Why are some budget lines already filled in?
They are pulled live from your Income, Mortgage, Transport, Debt, Savings, and Invest calculators, so each number is entered once and shared across CuraMoneta. Edit a pulled line here and your local value wins until you clear it.
How do I tell needs from wants?
Needs are essentials you cannot easily skip, such as housing, food, and utilities; wants are discretionary spending. The split drives the 50/30/20 comparison.
How can I improve my budget?
Usually trimming wants or large fixed costs lifts your savings rate fastest. The bars highlight which lane is over its target so you know where to look.
The CuraMoneta system

Useful on its own. Powerful together.

This calculator works on its own — but it shares your numbers with eight more. Together, they become a command center for your whole financial picture.

See your whole pictureYour level, net worth, and all nine tools in one place.Command Center ›
CuraMoneta — the careful stewardship of one’s money.