Thursday, July 1, 2010

July Financial Goals

    Expenses I expect this month:
    • Weddings: $100
    • Cookout: $100
    • Relay for Life: $20
    • Baptism: not sure how much yet
    • total expected expenses: $300
    • Wedding plans this month:
    • meet with videographer and book it---we did this!!
    • meet with fr. ted and schedule stuff
    • contribute to fund--did this!!
    • pick out cake server thing and gifts for party--slow on this!
    • meet with each bridesmaid to get their dress ordered

    For my accounts according to mint.com:
    Red is last month  Orange is this month
    • PERSONAL
    • Chase (low yeild checking): $25 $325.84 up $300
    • Charles Schwab (high yeild checking): $25 $1303.67 up $1278.26
    • Charles Schwab savings: $1000
    • PNC 900.29 
    • PNC $50
    • PNC $25.14
    • First Merit checking: $25 $3951.09 up $3926.09
    • Capital One emergency: $18,961.86 $18982.76 up $20.90
    • Capital One Savings: $4,212.79 $4217.43 up $4.64
    • Smartypig (our wedding fund): $500 $1752.31 up $1252.31
    • INVESTMENTS
    • Charles Schwab Roth IRA (5/09 opened): $7,325.73 $7297.99 down $27.74
    • LHS retirement account(stopped contributing 5/10): $3,808.59 $3698.60 down $109.99
    • OPERS retirement account(account now closed, opened Traditional IRA 5/10): waiting.
    • Zak's Etrade savings account: $1,596.99 $1597.51 adding $960.82 total $2558.33 after $960.82
    • Zak's CollegeAdvantage fund: $1,089.29 $1115.21 up $25.92
    • MISC
    • Coupon savings this month: $94.82
    • Speedy points: 137057 137366 up 309
    • Swagbucks! New: 1208 (all swagbucks are now 10) i got 2 amazon cards now were at 512
    • Spending this month ( I round up all transactions to the nearest dollar and add it to the change jar)- $26

    Totals: up $5568.35

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