Coaching: Create a Budget

This coaching activity will guide you in creating a budget that fits your lifestyle. Every dollar is assigned a job using the 50/30/20 budgeting guideline and you will receive personalized advice for reducing your expenses.

The 50/30/20 rule is a simple, practical rule of thumb for individuals who want a budget that's easy and effective. It offers guidelines for enjoying your income while putting savings on autopilot. If you are interested in opening a checking account to help you budget, we have great options for you!


Have you tried our Budget Calculator?

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Related Resources

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Checking Accounts

From IDProtect® to mobile check deposit, we offer account options with features designed around the way you live.

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Budget Calculator

This calculator will help you understand how much you are saving (or losing) on either a monthly or annual based on monthly and annual expenses.

Woman and man budgeting together

"50-30-20 Rule" for Budgeting

Like finding your true soulmate, it’s important to find a money management tool that meets your unique behaviors, lifestyle, and financial goals.