Rule of Thumb Finances 🌞

I noticed people, whether they make a modest or high salary, start with the same rule of thumbs. Now here are the basics in one page, in familiar numbers!

Your income 🤲🏼

What is your monthly take-home pay?

$

Budget 🤑

A simple and trusted starting point is the 50/30/20 rule

Needs budget
  • Rent or mortgage
  • Utilities
  • Groceries
  • Medications
  • Gas
Wants budget
  • Restaurants
  • Hobbies
  • Entertainment
  • Vacations
  • Gifts/donations
Savings budget
  • Car repairs
  • Debt
  • Retirement
  • Unexpected expenses
  • Emergency fund in case of job loss

Housing 🏠

People like to aim for 25% to 30% of their income when possible

25%
30%

Emergency fund 🚨

The 3/6/9 rule offers these options

3 months
6 months
9 months

What's next?

Student loans 🧑‍🎓

Freelance rates 💸

House downpayments 🏡

Retirement 🧓🏼


About 💛

This project is fully self-funded.

It has no monetary aspirations, doesn't track you, and doesn't save your data.

Follow People First Projects on Patreon or Substack to get updates from time to time.


RULE OF THUMB FINANCES & PEOPLE FIRST PROJECTS ARE NOT ENGAGED IN RENDERING LEGAL FINANCIAL ADVICE OR SERVICES VIA THIS TOOL. THEY ARE NOT A FINANCIAL PLANNER, BROKER OR TAX ADVISOR. This tool is intended only to provide information. Your personal financial situation is unique, and any information and advice obtained through this tool may not be appropriate for your situation. Accordingly, before making any final decisions or implementing any financial strategy, you should consider obtaining additional information and advice from your accountant or other financial advisers who are fully aware of your individual circumstances.