50-30-20 (modified) Rule

A disciplined 50-30-20: edit your salary history and windfalls, then download a single JSON file to reuse it later.

How the 50-30-20 (modified) rule works

A disciplined twist on 50-30-20: keep your lifestyle steady and let every raise flow mostly into savings.

Step 1 · Base

Your first salary

The classic split anchors your very first month of budgeting.

Needs50%Wants30%Savings20%

Step 2 · Each raise

Every increment, reversed

Only the increase (new salary − old) is split in reverse and added on top of your running budget.

Needs20%Wants30%Savings50%

Step 3 · Windfalls

Bonus & maturities

A one-off bonus or FD maturity is deployed once, the next month, by its own editable split.

Needs25%Wants0%Savings75%

Because increments lean 50 % into savings, your recurring savings rate climbs from 20 % toward 50 % as your income grows, while needs drift down from 50 % toward 20 % and wants hold at a flat 30 %. The chart below shows the corpus that discipline builds.

Plan summary

Add a salary to project your needs / wants / savings and savings corpus.

Current needs / wants / savings goal

at ₹1,50,000 / month

Needs

29.0%₹43,500 / month

Wants

30.0%₹45,000 / month

Savings

41.0%₹61,500 / month

Allocations begin Dec'16, the month after your first salary. Add earlier salaries or wait for that month to see the full timeline.

Salary history

Enter every salary and increment. Each applies from the following month and carries forward until the next entry; rows stay put while you edit - use the sort button to order them by date.

Bonuses & windfalls

Bonuses, FD maturities and other one-offs. Each is deployed once, the month after it is received, by its own split (default 25 % needs / 0 % wants / 75 % savings).

Received
Amount (₹)
Needs %
Wants %
Savings %
Note
Received
Amount (₹)
Needs %
Wants %
Savings %
Note

To change how a windfall is split, edit its Needs %, Wants % and Savings % on that row (default 25 / 0 / 75). Splits should total 100 %; any shortfall is treated as ordinary spending and is not deployed.

Plan settings

Name your plan (used in the download filename) and set the assumed annual return used for the invested-corpus projection.

Your edits stay in this browser and in the JSON file you download - nothing is uploaded. Figures are projections based on your inputs and the assumed return, not financial advice.