Personal Finance Plan
Joshua Son
Joshua Shortt — U.S. Army Tanker
Active Duty · Financial Mission 2026
Branch
U.S. ARMY
📊 Suggested % of Income — National Study Averages · Read Only
Housing
Avg 28%
$578
Army Freed ✓
Food
Avg 13%
$273
Army Freed ✓
Total Freed
Avg 41%
$861
Army Advantage
Savings
10%
$210
Invest
8%
$168
Transport
19%
$399
Personal
14%
$294
Giving
3%
$63
Remaining
46%
$966
$25,200
$485
Paycheck Remaining
$2,100 / wk $485
100% unallocated
📌 Where You Stand — Updated as you fill in the table below
🎖️ Well Done, Soldier
Car Down Payment
Goal Accomplished Last Month
$1,750 ✓ 100%
Tax · Tags · Insurance deposit secured
🎯 Next Mission
Enter goal name below ↓
Goal Amount
$500
Unlocks after emergency fund
🛡️ Emergency Fund
0% $1,000 remaining
Enter data below to see timeline
📈 Investing — After Emergency
Enter data below ↓
✏️ Enter Your Numbers Here — All other sections update automatically
Category This Month $ Next Month $ Weekly $ Insight / Payoff Avg Rec % Your % Status
🏠 Housing & Food — Base Life
Housing
BAH covers — lives on base
🏆
Army Freed
~$578/mo
$0
Army covered
Avg civilian: $578/mo Avg 28% 0% ✓ Army
Food
Dining facility on base
🍽️
Army Freed
~$273/mo
$0
Army covered
Avg civilian: $273/mo Avg 13% 0% ✓ Army
After Housing & Food$2,100/ wk $485
📱 Essential Bills — Paid Before Savings
Phone
Essential · T-Mobile military plan
This month
Next month
Essential bill Avg 2%
Personal Care
Essential · Haircuts, hygiene
This month
Next month
Essential bill Avg 3%
After Essential Bills
🚗 Transportation
Car Payment
Financed vehicle
Balance remaining
Months at this payment
At next month's payment
Min payment
Next month
Enter loan details below ≤ 12%
Loan Details
Enter once — updates automatically
Loan Balance $
Interest Rate %
Enter balance and rate to see 60-month breakdown
Car Insurance
Added to mom's policy
This month
Next month
Mom's policy saves ~$190/mo vs solo Avg 7%
Gas & Maintenance
Fuel, oil, tires
This month
Next month
Avg 2%
Transport SubtotalAvg 19%
After Transportation
🎮 Lifestyle — Non-Essential
Entertainment
Eating out, subscriptions, fun
This month
Next month
Non-essential — flex budget Avg 7%
Clothing
Civilian wear — uniform provided
This month
Next month
Non-essential — flex budget Avg 2%
Lifestyle SubtotalAvg 9%
After Lifestyle
🙏 Giving
Tithe / Donation
3% recommended · Give first
This month
Next month
3% = $63/mo suggested 3%
After Giving
🛡️ Emergency Fund — Priority #1 Before Investing
Emergency Fund
Goal: $1,000 · All leftover after essential bills goes here first
💡 Essential bills = Transport + Phone + Personal Care. Everything else (giving, investing, lifestyle) is secondary until $1,000 is saved.
Saved: $0 · Still need: $1,000
Total saved so far
Suggested: $—
This month's payment
Next month
All left Priority ↑
After Emergency Fund
📈 Investing — After Emergency Fund is Met
TSP (Thrift Savings Plan)
Army 401k — minimum 5% to get full match
This month
Next month
5% min
Roth IRA
Tax-free growth · $7,000/yr max
This month
Next month
3–5%
Investment SubtotalAvg 8%
After Investing
🎯 Next Savings Goal — After Emergency Fund & Investing
Next Goal
Name it and own it
Goal amount $
Leftover after all bills flows here Leftover
Total Budgeted This Month
Remaining — Every Dollar Accounted For ← Goes to emergency fund
Budget Allocated This Month—%
$0$2,100 / mo