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Money Management: Budgeting & Saving

Managing your money from financial planning to retirement

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What is a Budget? 

A budget is a plan that helps you track your income and expenses over time—weekly, monthly, or annually. You can list all your spending or group it into categories; there's no one right way to do it. You can write your budget by hand, use a spreadsheet, or try a budgeting app to manage your finances.

Why does Budgeting matter?

Budgeting is about managing your money and making a plan that includes both necessities and fun. It helps you live within your means and achieve your financial goals, like paying off debt, saving for a big event, or building an emergency fund.

How do I start?

  • Figure out your after-tax income
  • Choose a budgeting plan
  • Track your progress
  • Automate your savings
  • Revisit your budget as needed

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50/30/20 Guideline

 

 

The 50/30/20 rule is a helpful budgeting guideline. After taxes, use 50% of your income for living expenses like housing and food, 30% for discretionary spending on things you want, and 20% for future goals, such as saving, investing, or paying off debt.