Create Your Monthly Budget

Fill in the amounts below to get a clear picture of your monthly finances. Add custom items as needed for a personalized budget.

Monthly Income

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Housing

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Utilities

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Food

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Transport

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Debt Repayments

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Personal Expenses

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Savings & Investments

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Entertainment

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Miscellaneous

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Smart Budgeting Tips

Follow these strategies to make the most of your budget and improve your financial health.

Use the 50/30/20 Rule

Allocate roughly 50% of your after-tax income to Needs (housing, food, transport), 30% to Wants (entertainment, hobbies), and 20% to Savings & Debt repayment.

Build an Emergency Fund

Aim to save 3-6 months' worth of essential living expenses in an easily accessible account for unexpected events like job loss or medical bills.

Track Every Rand

Use your budget to monitor where your money actually goes. Small, frequent expenses can add up quickly. Adjust spending habits based on your findings.

Review & Adjust Regularly

Your budget isn't static. Review it monthly or quarterly to account for income changes, new goals, or shifting expense patterns.

Automate Savings

Set up automatic transfers to your savings or investment accounts each payday. Treat savings like a bill you have to pay.

Distinguish Needs vs. Wants

Be honest about what's essential versus discretionary. This helps identify areas where you can cut back if needed to reach savings goals faster.