Index card · Household planning
Budget and household income calculators
Five calculators for the household basics: budget, net worth, savings rate, salary conversion and the value of a second income.
These are the questions clients ask in January and when life changes. They're simple, but answering them on your site keeps your firm in the conversation.
When household questions come up
Budget Planner
January. “how do I make a budget”
Net Worth
January, as a yearly check-in. “what is my net worth”
Savings Rate
Start of the year. “am I saving enough”
Hourly to Salary
When comparing a salaried offer with hourly or contract work. “how much is 30 an hour annually”
Should My Spouse Work?
Before the school year, or when parental leave ends. “is it worth it for me to go back to work after paying for childcare”
Budget & income: questions firms ask
Which plan includes these calculators?
Every plan, including free Practitioner (up to 5 calculators at once).
What does the should-my-spouse-work calculator include?
Income, taxes and work-related costs such as childcare, to show the net gain from a second income.
Is net worth calculated from live account data?
No, clients enter balances.
How is savings rate defined?
Savings as a share of income, with the definition in the calculator.
Who should feature these?
Planners and firms with a family client base, especially in January.
Do they work in other languages?
Yes, every calculator can show in English, Spanish, Simplified Chinese, Korean, Vietnamese or Arabic.
Can we add them to a newsletter?
Link to the calculator pages on your site.
Are they advice?
No, estimates from the client's inputs.
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Other household planning sections
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Start the year with the client
Add budget and net worth calculators to your site for the January check-in.
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