Money · Australia

Household budget planner (Australia)

Applies to: Australia

Childcare is fortnightly, rates are quarterly, rego is annual, and most Australians are paid fortnightly. This household budget planner lets every line keep its own frequency, then takes an opening balance and projects your cash forward to the day it runs short.

Show me
The same budget, read four ways. Every line stays at the frequency you enter it; this only changes how the totals are shown.
Eleven groups — Income, Housing, Utilities and telecom, Groceries and household, Transport, Insurance, Health and personal, Family and education, Financial and government, Lifestyle and discretionary, Savings, goals and transfers — seeded with 59 lines between them. They start closed and empty on purpose: pick the lines you actually have rather than working down a form.
A date is the next time that line happens. With one, the forecast lands it on its real days; without one, it is spread evenly and the chart says so. Dating your pay and your rent alone gets most of the value.

Where your balance goes

An opening balance and everything above, projected forward day by day. This needs no bank connection — just what is in the account today.
Twelve months by default. Longer than two years is a number, not a forecast: figures entered by hand are out of date within a quarter.

Keeping it

This budget saves itself in this browser as you type, so it is here when you come back. Clearing your browsing data wipes it, and months of tracking is a real thing to lose — so export a copy.
Nothing leaves this browser. No account, no server, no upload, no bank connection, and no email address. The budget lives in your own browser's storage and the export writes a file to your own disk. That is also why the export matters: there is no copy of it anywhere else.
The JSON file is the one that restores your budget exactly, including the dates and the groups. The CSV is for opening in a spreadsheet — it drops the group, the tier and the dates, so it is an export rather than a backup. Both are plain text you can open and read.

Why does frequency matter this much?

Because converting by hand produces two specific mistakes, and both of them run one way. Neither is random, so neither averages out over a year.

The first is treating a month as four weeks. Four weeks is twenty-eight days, and twelve of those is 336 days rather than 365. In weeks: four a month is 48 a year against 52. A weekly grocery shop converted that way is understated by four weeks of groceries, every year, and the monthly figure it produces looks entirely reasonable.

The second is missing the third fortnight. A fortnightly salary arrives 26 times a year, not 24. Two months in every year contain three paydays rather than two, and a budget built on twelve equal months hides both of them.

EnteredTo a yearReads as
Weekly× 52a week
Fortnightly× 26a fortnight
Monthly× 12a month
Quarterly× 4a quarter
Annually× 1a year
A month is not four weeks. Every conversion on this page goes through the table above and nothing else, so there is one place the arithmetic can be wrong and it is written down.

A calendar year is 52 weeks and one day, or two in a leap year, so some years hold 53 weekly or 27 fortnightly payments. This page uses 52 and 26, which is what a normal year holds.

What about the bills that do not arrive every pay?

Registration, rates, strata, insurance premiums and school fees arrive quarterly or yearly, which means they arrive when you have not put anything aside for them. Any line entered at a quarterly or annual frequency is flagged automatically and given a per-pay set-aside — $900 a year of registration is $34.62 a fortnight.

You do not mark anything to make this happen. It is the same conversion the rest of the page runs, applied to the frequency you already chose, which is the only kind of feature worth adding to a tool people abandon because of typing.

Why does the typing decide everything here?

Manual entry is why people give up on budgeting tools. Reported figures put it plainly: 67% of people who have tried a budgeting app rated it not helpful or too much effort, apps requiring manual entry lose users at roughly three times the rate of those with automatic bank sync, and median day-30 retention for personal finance apps sits around 38%.

This tool has no bank feed and is not going to have one, so every decision here is judged on what it costs you in typing rather than on whether it is a good idea.

  • Groups start closed and empty. There are 59 seeded lines across the eleven groups. Rendering all of them as blank fields is exactly the interface those numbers describe, so they are a menu you pick from instead.
  • Actuals are optional and off. Turning them on doubles the number of boxes, so it is your choice rather than the default.
  • Dates are optional and off. Without one, a line is spread evenly and the chart says the line is smoothed. Date your pay and your rent and you have most of the value for two fields.
  • Nothing asks you to categorise anything twice. The sinking fund suggestions and the tier markings both read the frequency you already chose.

Where a feature would have added fields, the version with fewer fields won.

What does this tool refuse to do?

It records, converts and projects. It does not advise, does not score you, does not suggest what to cut, and does not tell you that you have overspent. Budget against actual is shown as the percentage of the plan you have used, because red and green over-and-under indicators produce a guilt cycle and drive people off the tool entirely — which is the outcome everything here is arranged against. There is no red on this page for spending.

Not built, deliberately:

  • Bank feeds, transaction import, auto-categorisation and live net worth. All of them need a feed by definition, and this tool does not have one.
  • Envelope or zero-based budgeting. A different method with a much higher entry cost.
  • Sharing a budget with someone else. Impossible without accounts, and accounts are the thing this page does not have.
  • Goal tracking beyond the sinking-fund suggestion.
  • Sankey diagrams of income flowing into expenses. They are popular and they look striking, but there is no comprehension research showing they beat a simpler chart, and they are much the hardest of these to lay out in raw SVG. Calendar heat maps go the same way.

And it is not unclaimed ground. ASIC's Moneysmart budget planner already handles frequency correctly, and if a frequency-aware budget is all you need then Moneysmart is a good tool from a regulator and it is free. What is unusual is that almost nothing else does it: bank budgeting tools and essentially every budget spreadsheet ask for a monthly figure and push the conversion back onto you, straight into the two mistakes above.

It is also not trying to beat PocketSmith on their own ground. Their core is bank feeds and fourteen thousand institutions, and nothing here competes with that. What is here instead is manual entry done properly, per-item frequency, and nothing leaving the browser.

Benchmarks are coming, for four categories only. Those four are marked in the tool above so the marking has a stated reason:

  • Electricity, from the AER Default Market Offer, and the Victorian Default Offer in Victoria
  • Rent, from state bond board medians, matched to your postcode
  • Private health insurance, from the annual Department of Health premium round
  • Childcare, from ACCC and Department of Education data

The rest stay unbenchmarked because the data to do it honestly does not exist. The ABS Household Expenditure Survey — the only source that ever gave Australian spending by household composition — was last conducted in 2015-16 and published in September 2017. So "typical for a household like yours" is not a question that can be answered from current data for groceries, transport, telecommunications or general insurance, and this page will not pretend otherwise by ageing decade-old figures forward.

Questions

Where is my budget stored?
In your own browser, in local storage, on the device you are using. It is not sent anywhere and there is no account. That also means it does not follow you to another device, and that clearing your browsing data deletes it — which is what the export is for.
Do I have to enter a date for every line?
No, and most people should not. Without dates every line is spread evenly across the year and the forecast is a smooth line, which is enough to see where you end up. Dates are what turn it into the real sawtooth, and dating your pay and your rent gets most of that for two fields.
How does the forecast work without a bank connection?
It takes the balance you say you have today and applies everything above it, day by day, for as far ahead as you ask. Each point on the line is the closing balance for that day. The number worth knowing is the date it first goes below zero, if it does.
What happens if I import a file that is damaged?
Nothing changes. The file is read and checked completely before anything is applied, so a file that fails on its last line leaves your budget exactly as it was, with a message saying what was wrong. A half-restored budget is worse than a refused one, because you cannot see which half is missing.
Why is there no red when I go over on a category?
Because it does not help. Percentage-of-plan framing keeps people using a budget materially better than red and green over-under indicators, which turn a budget into a scorecard and then into something you stop opening. The bar says how much of the plan you have used and keeps going past 100% if you have.
Can I add lines that are not on the list?
Yes, in any group, and you can rename anything. The seeded list covers strata, council rates, land tax, HECS-HELP, novated leases, salary sacrifice and offset transfers because those are the Australian lines no international tool seeds — but a category somebody cannot express is a line they leave out, which makes the total wrong rather than incomplete.
For general information and education only. This tool shows an illustration based on the figures you enter - it does not know your circumstances, tax position, or appetite for risk, and nothing here is financial, investment, tax, or legal advice. It is not intended to be relied on when making a decision about any particular financial product. Before acting, check the figures against your own documents and consider advice from a licensed financial professional in your country.