Methodology

Our methodology

Last updated April 24, 2026 · Full paper in progress

Short version. MoneyBadger's defaults come from peer-reviewed research and publicly-sourced data, not from a proprietary black box. Every recommendation can be traced back to a source.

The model

Floor, Surge, Reserve.

Essential-worker pay does not behave like a salary. So we don't budget the blended total.

Floor

The pay you can count on.

Base, longevity, differentials that arrive every cycle. Your monthly life is built on this, split needs / wants / future-you, tuned per profession.

Surge

The pay that comes and goes.

Overtime, details, drill pay. Never budgeted into lifestyle, routed to the waterfall, so a slow month never breaks the plan.

Reserve

Where the surge goes first.

Emergency reserve, then high-interest debt, then future-you. A heavy-overtime month builds the cushion instead of vanishing.

Firefighterfirehouse meals + municipal health benefits shift the split
Active militaryBAH, BAS, and TRICARE sit outside base pay
Needs Wants Future-you
Sources

Where the defaults come from

Split Elizabeth Warren & Amelia Warren Tyagi (2005), All Your Worth: The Ultimate Lifetime Money Plan the 50/30/20 rule
Bench. The Essentials Benchmark: what a working life costs, county by county, assembled from HUD Fair Market Rents, USDA Food Plans, BLS CES, and state childcare market-rate surveys post-tax essentials · every line sourced
Behav. Thaler & Benartzi (2004), Save More Tomorrow, Journal of Political Economy why pre-allocation beats tracking
Prof. Pensions, 457(b)/403(b)/TSP eligibility, union dues, PSLF, state tax treatment rule-based and explainable

The engineering behind the model is ours: the vision-language extraction, two-axis classification, and reconciliation architecture that reads a paystub into this plan is the subject of U.S. Provisional Patent Application No. 64/086,646, filed June 9, 2026. Patent pending.

What's coming. A full methodology paper (every default, the source behind it, and the sensitivity analysis) before we launch a paid tier. If you want it sooner, email feedback@moneybadger.us.

See the model run on your numbers.

The full per-profession splits, and the citations behind each one, live in the calculator.

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