Skip to main content
Book a Call

Lead Magnet · Budget Tracker

50/30/20 Budget Tracker

Real-time budget framework that shows what's healthy, what's tight, and where the money is hiding. Built for the conversation Tyler has with every buyer.

Built by Tyler Shearer — NMLS #1717959 · Gesa Credit Union

Rate Disclaimer: All interest rates, APRs, and payment examples shown are for illustrative purposes only and are subject to change without notice. Actual rates depend on credit score, loan amount, loan-to-value ratio, property type, and other factors. Rate quotes are not a commitment to lend. Contact Tyler Shearer for current rates and a personalized quote. NMLS #1717959.

$
$
Snapshot — Client
Monthly Net
$7,500
Take-home
Total Spend
$0
All categories
Burn Rate
0%
Of net income
Unallocated
$7,500
Available now
Savings Rate
0%
Of net income
DTI (Gross)
0%
Debt-to-income
Needs · 50%
Fixed Essentials
Housing, food, utilities, insurance, minimums
Target
$3,750
$0 spent0%
Total Needs
$0
Wants · 30%
Flexible Spending
Dining, subscriptions, shopping, entertainment
Target
$2,250
$0 spent0%
Total Wants
$0
Savings · 20%
Goals & Freedom
Down payment, emergency fund, debt payoff, investing
Target
$1,500
$0 saved0%
Total Savings
$0
Goal Tracker
Down Payment
Emergency Fund
Debt Payoff
Investing
Down Payment Goal
$
$
$
$
Projected Outcome
Goal amount$60,000
Already saved$8,000
Gap remaining$52,000
Monthly toward goal$0
Months to goal
Target date
Est. home purchase price

Personalized Plan

Unlock your Opportunity Finder + Insights

See exactly where you can redirect dollars to hit your goal months sooner — plus a tailored read from Tyler on your savings rate, burn rate, and home-readiness.

By submitting, you agree to be contacted about your mortgage and savings goals. We never share your information.

Want Tyler to walk you through your specific situation?

A 30-minute mortgage review is the fastest way to turn this budget into a real timeline — including pre-approval strategy and what your specific number unlocks.