Budget Review
The Budget Review Calculator is designed to help users gain a better understanding of their financial health by analyzing their income, expenses, and savings goals. It offers insights into how your current spending aligns with recommended saving rates and calculates how long it might take to reach financial milestones like building an emergency fund, paying off debt, and saving for retirement. It also estimates your home purchase affordability based on your income and debt levels.
Remember, our projections rely on the information you provide. It’s okay to start with estimates and update as you gather more accurate data. Revisit regularly to see changes as your financial situation improves. For any questions or support, schedule a free one-on-one consultation.
Income
Include all income sources, including jobs, side hustles, investments, gifts, etc.
Debt Payments
Include the total of minimum payments for your debts, not including your car or home.
Supermarket
Include food that you eat at home and other basic needs like personal care items.
Medical/Rx
Include health insurance costs and the medicines you need to stay healthy.
Living Expenses
Include Rent/Mortgage, Insurance, Water/Gas/Trash, Telephone, Internet.
Transportation
Include Payment, Insurance, Maintenance, Registration for all vehicles you own.
Everything Else
Include Restaurants, Activities, Subscription, Vacations, Gifts, and all other expenses non essential expenses.
Income and Expense Calculator
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Schedule a free one on one consultation with us 🙂