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Emergency fund cheat sheet

How much, where to keep it, and when to spend it.

For: Anyone building first savings · Source: snowballr.io/cheat-sheets/emergency-fund

Sizing — months of essentials (not full income)

SituationTarget
Single, stable W-2 job, low-cost area3 months
Two-income household, stable jobs3 months combined
Single-income household, kids6 months
Self-employed / commission / freelance6–12 months
Health condition or high-deductible plan+1–2 extra months
Major life change incoming (move, baby)+1 extra month

What counts as essentials

  • Housing (rent/mortgage, insurance, property tax)
  • Utilities (electric, water, internet, phone)
  • Groceries (not restaurant)
  • Minimum debt payments
  • Transportation (gas, insurance, basic maintenance)
  • Health insurance premium + median copays

Where to keep it

  • High-yield savings account (HYSA) — 4–5% APY, FDIC insured, instant access
  • Money market fund — comparable yields, brokerage-housed
  • NOT in stocks — you need the money when market is also down
  • NOT in CDs — 6-month CD ladder OK for the second half of fund

What is an emergency

  • YES: job loss, unexpected medical, major car repair, urgent home repair
  • NO: vacation, holiday gifts, planned home upgrade, "good deal"

Decision rules

  • Build $1K starter fund first → kill any APR >10% → then top up to 3–6 months.
  • Replenish within 6 months of any use; otherwise something else is broken.
  • Review target annually as expenses change.
  • Joint and solo households should each maintain separate access in case of one freezing.

Primary sources