**50% toward necessities, 30% towards discretionary, 20% to savings**
The 50/30/20 Rule of personal finance stipulates the proportion of your cash flow based on your _after-tax_ pay:
- 50% to necessities
- Housing, food, insurance (including _medical premiums_), basic utilities, transport, loan repayments, childcare
- 30% to discretionary items
- Eating out, entertainment, travel, subscription services
- 20% to savings and [[After-Tax Investment]]
- 401k, IRA, HSA, saw savings accounts contributions, aaaaaand payments _above the minimum_ for mortgage, loans, etc
# Example Figures
Gross: $11,137
Taxes: $2,000
Base: $9,137
Needs: $4,568
- Medical: $518
- Mortgage: $2000
- Car: $550
- Daycare: $1000
- Utilities: $521
- Insurance: $145
- Groceries: ... ~ -$566 to make budget
Wants: $2,741
- Subscriptions:
- Eating Out:
- Entertainment:
- Travel:
Save: $1,827
- HSA: $500
- 401k: $1,391
- IRA: $25
...$89 extra saved, not bad.
****
## Source
- a few. Forbes and NerdWallet most prominently.
## Related
- [[7 Bank Accounts]]
- [[Pre-Tax or After-Tax, which to use]]
- [[Budget]]
- [[Budget Boot Camp]]