Income & Tax Settings
Monthly Budget Flow
Annual Budget Flow
Monthly Budget Allocations
Add Custom Category
5-Year Savings Projection
Savings projection includes employer 401k match dollar-for-dollar on the first 4% of your contribution.
Monthly Savings:
Total Saved After 5 Years:
Monthly 401k (you + match):
401k Balance After 5 Years:
Employee 401k Contribution:
Employer Match (up to 4%):
Unrestricted Savings:
Recommended Maximum Percentages
Use these caps as guardrails; custom categories are included with their provided limits.