Monday, August 31, 2009

September financial goals

Review of August:

  • No spending money on ANY fastfood/restaurants--Only spent a little. Didn't want to, but did.

  • My birthday is this month, I want money lol not to spend it--spent about $25 on my bday.

  • STICK with the meal plan!!--doing well.
  • Start contributing $275/mo for 11 months to windows bill (started 7/09)---still going
  • split $1000 between house fund $265, emergency fund $265, Roth IRA that I will be opening 5/08 $450, $20 Zak---done!

On to September:
  • Take zak to more open bounces on Fridays (its $6)
  • keep saving!!
  • buy Britt a housewarming gift
  • keep doing my meals (and hopefully jackie can help)
  • want to do a garage sale still
  • wedding gift for trish


Ok Purple is last month and Red is this months:


For my accounts according to mint.com:

  • Etrade (high yeild savings account): 20,220.17 17703.28 down $2516.89


  • Etrade (house fund): 1906.60 2173.06 up $266.46


  • Etrade (emergency fund): $2332.34 $2599.10 up $266.76
  • Chase (low yeild checking): 3349.15 $2430.37 down $918.78


  • Charles Schwab (high yeild checking): 1,927.81 $1543.70 down $744.42


  • Charles Schwab savings: 1013.62 1,113.62 up $100


  • LHS retirement account: 3217.01 3,286.95 up $69.94


  • OPERS retirement account: 6038.47 6,041.69 up $3.22

  • Zak's Etrade savings account: 1390.61 1,391.57 up $.96


  • Zak's CollegeAdvantage fund: 754.76 770.30 up $15.54


  • Coupon savings this month: $167.50 HOLY COW!


  • Speedy points: 144719 145400 up 681


  • Swagbucks! New: started 4/09 cashed in points for $5 card, now 45


  • Shop at home.com points: $13.62 same

  • Charles Schwab Roth IRA (5/09 opened): 2967.94 3,886.62 up $918.68

Totals: up $633.22 actual money. Bought a new Macbook pro :) :-)

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