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Investing Horizons · Tools

Monthly Expense Calculator

See exactly where your money goes, then compare it against your income. Getting Started and Catching Up can use the total to size what's left to invest; Final Stretch can use it to check whether retirement income will cover real spending.

Show figures as
Monthly income
$0
Monthly expenses
$0
Left to invest
$0

Income

Choose whichever number you already know.
$
%
Estimated take-home pay $0
Every field is optional. The total updates as you go, using only what you've entered.

How to use the Monthly Expense Calculator

  1. Choose whether to enter your gross pay and a tax rate, or the take-home pay you already know.
  2. Open each category and fill in what you spend. Use the period buttons to type weekly, biweekly, monthly or yearly amounts; everything is converted for you.
  3. Check "Left to invest" at the top, then follow the FIRE Calculator link to see what your spending means for retiring early.

Common questions

How do I turn weekly or yearly costs into a monthly amount?

Multiply by how many times a year you pay it, then divide by 12. A $50 weekly cost is $50 × 52 ÷ 12, about $217 a month. This calculator does that for you when you switch the period buttons.

Should I budget with gross pay or take-home pay?

Take-home pay. Gross pay is what you earn before taxes and deductions; take-home pay is what actually lands in your account, so it's the money you can spend or invest.

What should I do with the money left over?

Common next steps are building an emergency fund, paying down high-interest debt and investing for retirement. The Pay It Down calculator and the Investment Simulator can help you weigh those.