Monthly Budget Planning — Take Control of Your Money

Know exactly where your money goes. A practical budgeting guide for Indian families.

The 50-30-20 Budget Rule

The simplest budgeting framework that works for most Indian families:

50% — Needs

Rent/EMI, groceries, utilities, insurance premiums, school fees, transportation, minimum debt payments.

30% — Wants

Dining out, entertainment, shopping, subscriptions, vacations, hobbies, upgrades.

20% — Savings & Investments

SIPs, PPF, NPS, emergency fund, loan extra payments. This should go out first on salary day.

Pro tip: If you can push savings to 30% or more, you'll build wealth significantly faster. Many successful investors save 40-50% of their income.

Budget Categories for Indian Families

CategoryRecommended % of IncomeExample (?1L income)
Housing (Rent/EMI)25-30%?25,000-30,000
Groceries & Household10-15%?10,000-15,000
Transportation5-10%?5,000-10,000
Insurance Premiums5-7%?5,000-7,000
Children's Education5-10%?5,000-10,000
Utilities & Bills3-5%?3,000-5,000
Lifestyle & Entertainment10-15%?10,000-15,000
Savings & Investments20-30%?20,000-30,000

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Disclaimer: This website provides general educational information only and does not provide personalized investment advice or recommendations. Financial decisions should be made after considering individual circumstances and consulting a qualified professional where appropriate. Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance does not guarantee future results.