BUDGETING

The 50/30/20 Budget Rule Explained

A simple framework for dividing take-home income into needs, wants, and savings.

50% — Needs

Housing, utilities, groceries, transportation, insurance, minimum debt payments, and other essentials generally belong here.

30% — Wants

Entertainment, dining out, hobbies, travel, upgrades, and other discretionary spending can fit here.

20% — Savings and debt goals

This bucket can include emergency savings, retirement contributions, and extra payments toward debt.

Important: it's a guideline

Real budgets vary. High housing costs, variable income, family responsibilities, or aggressive debt repayment may require different percentages.