Saturday, November 6, 2010

November Financial Goals

Expenses I expect this month:
  • maybe some new makeup...I need some but I dont know what kinds
  • AFTER THANKSGIVING SALES!! Not sure how much we'll spend, but a tv is on the list
  • Emilee's play tickets
  • dentist and urologist
  • acls
  • Dave and Kristen's wedding
  • Dad's Birthday
  • Wedding plans this month:
  • adam finishes typing up the list
  • get picture taken for xmas cards (today)
  • new travel agent (adam)
  • florist (amy's going to ask her cousin)
  • Adam's wedding band is picked out, i'll be going to chicago to get mine
For my accounts according to mint.com:
Red is this month  Orange is last month
  • PERSONAL
  • Chase (low yeild checking):  $82.35 $1120.52 up $1038.17
  • Charles Schwab (high yeild checking):  $827.47 $164.52 down 662.95
  • Charles Schwab savings:$180.13 $259.03 up $78.90
  • PNC $758.79 $1043.35 up 284.56
  • PNC  $10.01 $10.01 same
  • PNC $10.02 $10.03  up $.01
  • First Merit checking: $2239.77 $2231.92 down 7.85
  • Capital One emergency: 19052.75 $19080.74 up 20.97
  • Capital One Savings: $6325.22 $6332.38 up $7.16
  • Smartypig (our wedding fund): $5693.77 $6693.37 up $999.60
  • INVESTMENTS
  • Charles Schwab Roth IRA (5/09 opened):  $8695.20 $9155.27 up 460.07
  • LHS retirement account(stopped contributing 5/10): $4150.41 $4288.64 up $138.23
  • OPERS retirement account(account now closed, opened Traditional IRA 5/10): $10123.16 $10123.24  up $.08
  • Zak's Etrade savings account: $2751.51 $2754.60 up $3.09
  • Zak's CollegeAdvantage fund:  $1263.84 $1306.30 up $42.46
  • MISC
  • Coupon savings this month: $18.48 I did aldi shopping this month mostly....and gabes...no savings :(
  • Speedy points:  141314 141854 up 540
  • Swagbucks!: 964 up 159
  • Spending this month ( I round up all transactions to the nearest dollar and add it to the change jar)- still have to add this up...I think I might just add $100

Total gained: $1429.76 (does not include smartypig and retirement funds/zak's accounts)

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