How To Budget

A simple, effective way to take control of your finances and plan for the future

Master Your Money with the 50/30/20 Rule

Looking for an easy way to manage your money? The 50/30/20 rule breaks it down into clear, actionable steps to help you spend wisely and save smart.

How the 50/30/20 Rule Works

This budgeting rule helps you divide your income into three categories — so you can cover your needs, enjoy your wants, and build your savings.

Needs - 50%

Rent or mortgage, groceries, utilities, transportation, insurance, healthcare.

Wants - 30%

Vacations, dining out, shopping, gym memberships, entertainment.

Savings & Debt - 20%

Emergency fund, retirement savings, investments, credit card payments, loans.

Simple, Yet Powerful

The 50/30/20 rule takes the guesswork out of budgeting. It’s easy to follow and helps you balance essentials with enjoyment, while still planning for tomorrow.

Easy to Follow

No complicated math – just a clear, straightforward formula to guide your spending.

Flexible for Any Income

Works whether you’re earning a little or a lot – just apply the percentages to what you make.

Balances Needs and Wants

Helps you enjoy life while still covering your essentials and planning ahead.

Encourages Consistent Saving

Builds strong savings habits by automatically allocating funds each month.

Helps Avoid Overspending

Keeps your discretionary spending in check so you don’t blow your budget on non-essentials.

Great for Beginners

Perfect if you’re new to budgeting or want a less overwhelming way to manage your money.

Start Budgeting Smarter

Enroll in online banking and get access to free budgeting tools. Small changes today can lead to big results tomorrow.