Dashboard

Your money, in detail

Plan each month's budget from the day you're paid, then import your transactions to see where your money goes and what investing could do.

Your transactions

Budget planner

Plan each month from the day you're paid and compare it with the 50/30/20 guideline. Your plan is saved for each month, in this browser and in your account when you're logged in. It isn't sent to the assistant.

Budget month starts on

Pick the day your main paycheck usually lands.

Monthly take-home pay

NeedsGuideline 50%

Housing & bills

Rent, utilities, insurance, transport, minimum debt payments

Groceries

Food and household basics

WantsGuideline 30%

Monthly recurring charges

Subscriptions and memberships: streaming, apps, gym

Wants

Eating out, shopping, hobbies, travel

Misc

Gifts, one-offs and small surprises

Savings & investingGuideline 20%

Savings

Emergency fund, short-term goals, extra debt payments

Investments

Retirement accounts, brokerage, index funds

Your budget compared with the 50/30/20 guideline
Group	Yours	Guideline	Status
Needs	$2,30057%	$2,00050%	Above
Wants	$1,10028%	$1,20030%	On track
Savings & investing	$60015%	$80020%	Below

Every dollar has a job. The 50/30/20 split is a guide, so adjust it to what matters to you.