Follow the 50/30/20 rule: 50% of income for needs (housing, food, utilities), 30% for wants (entertainment, dining out), and 20% for savings and debt repayment. On $5,000 monthly income, aim to save $1,000/month. Adjust based on your goals and cost of living.
- 50% Needs: Rent/mortgage, utilities, groceries, insurance, minimum debt payments
- 30% Wants: Entertainment, dining, hobbies, subscriptions, travel
- 20% Savings: Emergency fund, retirement, investments, extra debt payments
- High cost-of-living areas may require 60/20/20 split
| Monthly Income | 50% Needs | 30% Wants | 20% Savings |
|---|---|---|---|
| $4,000 | $2,000 | $1,200 | $800 |
| $5,000 | $2,500 | $1,500 | $1,000 |
| $7,000 | $3,500 | $2,100 | $1,400 |
| $10,000 | $5,000 | $3,000 | $2,000 |
The 50/30/20 rule is a guideline, not a strict rule. If you're aggressively paying off debt or saving for a home, you might allocate more to savings. The key is consistency - automate your savings so it happens before you spend.