Fill in what applies to you — leave the rest at $0. Use the dropdown next to each item to set whether it's a weekly, fortnightly, monthly, or annual amount. Everything is automatically converted to annual figures.
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📥 Import Bank Statement
Drag & drop your bank statement CSV here
or browse files
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💰 Income
Total Household Income$0$0/month
🏠 Fixed Expenses
Total Fixed Expenses$0$0/month
🛒 Variable Expenses
Total Variable Expenses$0$0/month
💳 Debt Repayments
Total Debt Repayments$0$0/month
📊 Expense Breakdown
💡 The 50/30/20 Rule — How Do You Compare?
A common guideline suggests: 50% needs (fixed expenses + debt), 30% wants (variable expenses), 20% savings. Here's how your budget stacks up:
Your breakdown:
50/30/20 guideline:
Needs (fixed + debt) Wants (variable) Savings / Surplus
Done? Send your total expenses back to the Client Portal.