Financial Tips & Advice

Use this free Monthly Budget Generator tool to create a custom budget. Your fixed income (net pay from your Salary Breakdown) plus any additional income forms your total income. For each expense category, add expense items by entering the item description, unit price, and quantity—the price is auto‑calculated. You may also define a savings goal by specifying a target amount, what you’re saving for, and the timeline (months) to achieve it. When you click "Preview Budget," a complete summary appears in a table format. You can then download your budget as an XLSX file. (Ensure that your expenses do not exceed your income!)

Monthly Budget Generator

Your net pay plus any additional income forms your total income. Add expense items (displayed in columns: Item, Unit Price, Quantity, Price) and define your savings goal below. Click "Preview Budget" for a detailed summary and then download your formatted budget as an XLSX file.

Housing - Fixed Costs

Rent/mortgage, property taxes, HOA fees.

Total Housing Fixed: 0.00 ZMW

Housing - Utilities

Electricity, water, gas, internet, maintenance/repairs.

Total Housing Utilities: 0.00 ZMW

Transportation - Fixed Costs

Car payments, auto insurance, public transit passes.

Total Transportation Fixed: 0.00 ZMW

Transportation - Variable Costs

Fuel, maintenance, tolls, parking, ride-sharing.

Total Transportation Variable: 0.00 ZMW

Food - Groceries

Household food and essentials.

Total Groceries: 0.00 ZMW

Food - Dining Out

Restaurants, takeout, coffee shops.

Total Dining Out: 0.00 ZMW

Insurance

Health, dental, vision, life, disability, home/renters, and auto insurance.

Total Insurance: 0.00 ZMW

Debt Repayment

Credit cards, student loans, personal loans, medical debt.

Total Debt Repayment: 0.00 ZMW

Healthcare

Copays, prescriptions, medical devices, mental health services.

Total Healthcare: 0.00 ZMW

Personal/Discretionary

Clothing, hobbies, subscriptions, entertainment, travel, gym memberships, beauty services.

Total Personal Expenses: 0.00 ZMW

Education & Childcare

Tuition, school supplies, books, childcare, after-school programs.

Total Education & Childcare: 0.00 ZMW

Charitable Contributions

Donations, community support, religious/tithe contributions.

Total Charitable Contributions: 0.00 ZMW

Miscellaneous/Unplanned Expenses

Gifts, holidays, home/car repairs, pet care, unexpected costs.

Total Miscellaneous Expenses: 0.00 ZMW

Taxes (if not withheld)

Income, self-employment, or property taxes.

Total Taxes: 0.00 ZMW

Business Expenses (for self-employed)

Supplies, marketing, professional fees, equipment.

Total Business Expenses: 0.00 ZMW

Savings Goal