Sunday, November 1, 2009

November Financial Goals

Goals for November:
  • Were gonna shoot for no fastfood again this month, which means coffee too. I bought dunkin donuts and creamer and want to suffer for the month, due to all the shopping
  • Start contributing $275/mo for 11 months to windows bill (started 7/09)
  • split $1000 between house fund $265, emergency fund $265, Roth IRA that I will be opening 5/08 $450, $20 Zak
  • Have a successful party for my dad!
  • Try not to spend more than $200 on day after thanksgiving

On to September:

Ok Purple is last month and Red is this months:


For my accounts according to mint.com:

  • Etrade (high yeild savings account): $16,994.32 18,786.58 up $1792.26


  • Etrade (house fund): $2,439.29 2,705.44 up $266.15


  • Etrade (emergency fund): $2,865.54 $3,131.87 up $266.33
  • Chase (low yeild checking): $2,688.82 $1155.73 down $1533.09


  • Charles Schwab (high yeild checking): 2,196.34 $0 right now up $0


  • Charles Schwab savings:1,228.52 2,468.70 up $1240.18


  • LHS retirement account: $3,468.39 $3,445.79 down $22.60


  • OPERS retirement account: $6,393.27 $6,734.95 up $341.68

  • Zak's Etrade savings account: $1,412.28 $1,452.89 up $40.61(included nov)


  • Zak's CollegeAdvantage fund: $802.81 $789.38 down $13.43


  • Coupon savings this month: $24.80


  • Speedy points: 145400 up 681


  • Swagbucks! New: 25


  • Shop at home.com points: $13.62 same

  • Charles Schwab Roth IRA (5/09 opened): $4,838.87 $4,814.03 down $24.84

Totals: up $3564.92 actual money.

I am working on christmas gifts. I pretty much have zak done. I want to get him an art table and also some new sheets for his bed that adams getting him, and some clothes.

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