Monthly Budget Planner

Track your income and expenses to take control of your finances

Monthly Income

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Tick this box to automatically populate your spending categories based on typical UK household spending patterns. You can adjust any amounts afterwards.

Home

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Insurance

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Transport

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Loan Repayments

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Food & Drink

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Family

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Entertainment

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Health

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Clothes

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Education

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Other

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Frequently Asked Questions

How do I create a monthly budget?

Start by entering all your monthly income sources (employment, pension, benefits). Then add your expenses across categories like housing, transport, food, insurance, and entertainment. Our planner shows your total income vs spending, helping you identify areas to save.

What percentage of income should go to housing?

The ONS data suggests UK households spend around 51% of net income on housing costs (mortgage/rent, council tax, utilities). However, this varies by region and circumstances. Use our national averages feature to see typical spending patterns.

How can I track my spending better?

Our budget planner breaks expenses into detailed categories, making it easier to see exactly where your money goes. You can download your budget to Excel to track it monthly and compare your spending to UK national averages.

What is the 50/30/20 budgeting rule?

The 50/30/20 rule suggests spending 50% of income on needs (housing, food, bills), 30% on wants (entertainment, dining out), and 20% on savings and debt repayment. This is a guideline – adjust based on your circumstances and goals.

Can I download my budget?

Yes, click the 'Download Budget (Excel)' button to save your complete budget as an Excel spreadsheet. This lets you track changes over time and keep a record of your financial planning.