Monthly Budget Planner

Plan monthly income, spending and savings.

Planned expenses
—
Excludes planned savings
Actual expenses
—
—
Remaining to allocate
—
Income − (Savings + Planned)
Savings (projected)
—
Income − Actual
Planned expenses split
Totals
Category Planned Actual % of income Δ (Planned−Actual) Notes

Tip: Aim for zero in “Remaining to allocate” for a zero-based budget. Use the 50/30/20 preset to auto-allocate Needs/Wants by percentage; Savings is set above.

Help & FAQ — Monthly Budget Planner

How to use

  1. Choose a month and currency, then enter net income and a savings target.
  2. Add expense categories or apply a preset or template; enter planned and actual amounts.
  3. Review totals and charts, then copy the summary, export CSV or print a PDF.

Use cases

  • Compare monthly income vs. expenses at a glance.
  • Plan savings for a near-term goal.

Tips & FAQs

Can I export my budget?
Use Copy summary, Export CSV or Print / Save as PDF.
Does it sync online?
Budgets are saved in this browser’s local storage for the selected month.

Formats & limits

  • Designed for monthly income, savings and expense planning
  • Monthly budgets are saved in this browser’s local storage
  • Exports are CSV or a printable report

Privacy

Calculations run in your browser. Monthly budgets are saved in local storage; copying and exporting are manual.

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Updated

15 October 2025