Blue = enter your data
Gray = auto-calculated
Gross Income
annual
Est. Take-Home
after taxes & deductions
Monthly Surplus
after all expenses
/ month
/ year
Base salary
enter annual gross
PRN / side income
enter annual amount
Sign-on bonus
one-time, enter annual
↳ est. adjusted gross income (gross − 401k / HSA / FSA)
Federal income tax Single filer only
2026 brackets · $16,100 std. deduction · applied to AGI
FICA (Social Security)
6.2% on wages up to $176,100
Medicare
1.45% of all wages
State income tax
enter your state rate · applied to AGI
%
Local / city tax
enter rate if applicable
%
↳ total estimated taxes
Health insurance premium
your share only
/mo
Retirement contribution (401k / 403b)↓ reduces AGI
your % of base salary
%
↳ retirement annual amount
HSA contribution↓ reduces AGI
enter annual · 2026 limit: $4,400 individual / $8,750 family
FSA contribution↓ reduces AGI
enter annual · 2026 limit: $3,400
Student loan payment
monthly
/mo
Other debt payments
credit cards, personal loans
/mo
↳ total deductions
🏠 Est. Take-Home Pay
gross income minus taxes & deductions
/ month
/ year
/ month
/ year
Car insurance
enter annual
Car payment
avg used car, modest financing
/mo
Gas
/mo
Maintenance & registration
enter annual
↳ total car costs
Rent / mortgage
/mo
Groceries
/mo
Household supplies
/mo
Electric
/mo
Gas (home)
/mo
Water / sewer
/mo
Cell phone
/mo
Streaming / subscriptions
/mo
↳ total housing & living
Dining out / sit-down restaurants
/mo
Food delivery (UberEats / DoorDash)
/mo
Healthcare out-of-pocket
copays, meds, dental, vision — annual
Vacations / travel
enter annual
Gifts
enter annual
Hair / personal care
/mo
Gym / fitness
/mo
Pets
enter annual
Entertainment / fun money
/mo
Tithe / charity
enter annual
↳ total other spending
💸 Total Expenses
car + housing + other spending
/ month
/ year
✨ Surplus / Shortfall
take-home minus all expenses
/ month
/ year
💡 surplus planning
Are you going to put this towards…
🎓 Student loans
✈️ Trips & lifestyle
🏠 Saving for a house
🚗 Saving for a car
💰 Emergency fund
📈 Investing
✨ Other
where your gross income goes
💒 Married or have a partner?
Use the Household Budget Planner for dual income, married filing jointly, and Child Tax Credit calculations.
Household Budget Planner →

newgradfinances.com · plan today. build tomorrow.

Estimates only — single filers only. Federal tax is estimated using 2026 IRS brackets (per IRS Rev. Proc. 2025-32) with a $16,100 standard deduction. The seven 2026 brackets for single filers are: 10% ($0–$12,400), 12% ($12,401–$50,400), 22% ($50,401–$105,700), 24% ($105,701–$201,775), 32% ($201,776–$256,225), 35% ($256,226–$640,600), and 37% (over $640,600). Traditional 401k/403b, HSA, and FSA contributions are subtracted from gross income before applying all tax rates, reducing your estimated AGI. FICA (Social Security) and Medicare are calculated on full gross wages — in practice, Section 125 HSA/FSA contributions may also reduce FICA wages slightly, but this tool applies them to full gross as a conservative estimate. State and local taxes are applied to the same AGI as federal taxes. This tool does not account for tax credits, the alternative minimum tax, or state-specific deduction differences. Results are for single filers only and will differ for married or head-of-household filers. Always consult a licensed financial advisor or CPA for personalized guidance.

Questions or feedback? asiyufy@south.edu