December 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.--I actually did really well with this. Only went to denny's once, a diner after black friday once, and one cup of coffee. Total: $11.38 :-)
  

• 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--Well, I maxed out my Roth!! I Will be putting $200 into Zak's college fund
  

• Have a successful party for my dad!---Done. still waiting on my sisters to pay me!
  

• Try not to spend more than $200 on day after thanksgiving--I got my wonderful washer and dryer....and didn't spend much more

Goals for December:

• Get Christmas shopping finished and enjoy a nice christmas
• Get Adam all moved in
• Tomorrow I got a plumber coming for my washer and dryer, hopefully no more "glitches"
• 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--Well, I maxed out my Roth!! I Will be putting $200 into Zak's college fund

On to September:

Ok Red is last month and Purple is this months:


For my accounts according to mint.com:

• Etrade (high yeild savings account): 18,786.58 $18,239.28 down $547.30
  



• Etrade (house fund): 2,705.44 $2,971.65 up $266.21



• Etrade (emergency fund): $3,131.87 $3,398.25 up $266.38
• Chase (low yeild checking): $1155.73 $2,324.96 up $1169.23



• Charles Schwab (high yeild checking): $258.03 up $258.03



• Charles Schwab savings: 2,468.70 $3,022.43 up $553.73



• LHS retirement account: $3,445.79 $3,599.09 up $153.30
  



• OPERS retirement account: $6,734.95 $7,090.20 up $355.25
  
  
• Zak's Etrade savings account: $1,452.89 $1,453.49 up $.60(i added it early last month)
  



• Zak's CollegeAdvantage fund: $789.38 $822.60 up $33.22



• Coupon savings this month: $150.64
  



• Speedy points: 145400 up 681
  
  


• Swagbucks! New: 39
  



• Shop at home.com points: $13.62 same


• Charles Schwab Roth IRA (5/09 opened): $4,838.87 $5,257.59 up $418.72
  

Totals: up $2513.58 actual money.

I am still working on xmas. Zak is done. Just my dad (Cavs hat), Grandma ($20 dunkin donuts basket), Meme ($20 walmart gift card), and britt's boyfriend