Wednesday, December 1, 2010

December Financial Goals

Expenses I expect this month:
  • Xmas gifts
  • chicago!
Wedding plans this month:
  • get save the dates sent!
    • florist (amy's going to ask her cousin)
      • buy our wedding bands in chicago
    For my accounts according to mint.com:
    Red is this month  Orange is last month
    • PERSONAL
    • Chase (low yeild checking):  closed!!
    • Charles Schwab (high yeild checking):  $164.52 $259.03 down 94.51
    • Charles Schwab savings:$180.13 $259.03 up $78.90
    • PNC $1043.35 $2754.27 up $1710.92
    • PNC  $10.01 $10.01 same
    • PNC $10.02 $10.03  up $.01
    • First Merit checking: closed!!
    • Capital One emergency: $19080.74 $19100.98 up 20.24
    • Capital One Savings:  $6332.38 $5869.57 up $462.81
    • Smartypig (our wedding fund):  $6693.37 $7693.37 up $1000
    • INVESTMENTS
    • Charles Schwab Roth IRA (5/09 opened): $9155.27 $9147.55  up $7.72
    • LHS retirement account(stopped contributing 5/10): $4288.64 $4284.15 up $138.23
    • OPERS retirement account(account now closed, opened Traditional IRA 5/10): $10123.24 $10123.33 up $.09
    • Zak's Etrade savings account: $2754.60 $2782.43 up $27.83
    • Zak's CollegeAdvantage fund:  $1306.30 $1298.21 up $8.09
    • MISC
    • Coupon savings this month: $18.48 I did aldi shopping this month mostly....and gabes...no savings :(
    • Speedy points:  141854 142564 up 710
    • Swagbucks!:  1427 up 463
    • Spending this month We're not adding anything because it was a rough month (darn black friday lol)

    Total gained: $2272.87 but i lost much more because i closed my accounts (does not include smartypig and retirement funds/zak's accounts)

    1 comment:

    Jackie said...

    ask sarah about her florist that she works for!