Lesson 2 of 8

Income, fixed costs and variable expenses

Learn how money enters and leaves your plan, and why different expense types need different treatment.

Your goalClassify income and expenses into useful planning groups.

Start with usable income

Budget with take-home income—the amount available after required deductions. If income varies, use a conservative amount or assign each payment after it arrives.

Fixed does not always mean essential

Fixed expenses are predictable in amount or timing. Variable expenses change. Essential expenses protect basic needs. These are different ideas: an optional subscription can be fixed, while groceries are essential and variable.

Use four practical groups

A simple classification makes planning easier.

  • Fixed essentials: rent, minimum debt payments, basic insurance
  • Variable essentials: groceries, transport, utilities
  • Fixed wants: subscriptions or memberships
  • Variable wants: dining out, entertainment and shopping
Practice

Make this lesson real

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