A quick review of how your money is set up and how well your safety net feels.
Add the main sources of money coming into your plan. We’ll use this to estimate what’s available for spending after taxes, contributions, and payroll deductions.
Estimates are based on typical payroll rules and simple assumptions. You can adjust them any time.
You haven’t added any income sources yet.
Your Spending Strategy is based on the available money from your net income: —.
Your total should add up to 100%.
This is the starting point for your needs budget, based on your Spending Strategy: — / month.
Your total should add up to 100%.
This is the starting point for your wants budget, based on your Spending Strategy: — / month.
Your total should add up to 100%.
This is the starting point for your savings goals, based on your Spending Strategy: — / month.
Based on your income and spending strategy, your monthly needs budget is —. Your first savings goal is to create a 1-month emergency fund of —. As we build up your plan, we'll save for 3 months of reserves.
This is the starting point for your giving goals, based on your Spending Strategy: — / month.
Your money checkup is saved. When you’re ready, head back to your dashboard to see your progress.