Friday, July 1, 2011

July Financial Goals

Expenses I expect this month:
-3 gifts
-wedding license
-postage for invites
-water bill they told me doubled.

Wedding plans this month:
-call musician for church

-print out address labels at your work
-makeup test and hair test
-finalize tuxes
-Try on my dress again
-Work on Reception Song list
 

For my accounts according to mint.com:
Red is last month  Orange is this month
  • PERSONAL
  • Charles Schwab (high yeild checking):  $1913.75 1909.16 $1485.70 down $423.46
  • Charles Schwab savings:  $1079.59 $1153.57 up $73.98
  • PNC   $5302.61 $2945.51 down $2357.10
  • PNC  $10.01 same
  • PNC  $10.08 $210.20 up $200.12 (once we hit our smarty pig goal money will go in here for our down payment, overtime and $200 from my Roth IRA)
  • Capital One emergency:   $9713.64 $9922.44 up $208.80
  • Capital One Savings: $1080.79 $1081.76 up $0.97
  • Smartypig (our wedding fund): $13008,75 $14558.75 closed and moved $16041 to adam's savings for save keeping, we made it :) up $1550
  • INVESTMENTS
  • Charles Schwab Roth IRA (5/09 opened): $10597.43 $11191.71 up $594.28
  • LHS retirement account: $5206.57 $5369.85 up $163.26
  • OPERS retirement account(account now closed, opened Traditional IRA 5/10): $10123.84 $10123.93 up $.09
  • Zak's Etrade savings account: $2914.31 $2942.05 up $27.74 (I must have had last month's wrong because I added $40)
  • Zak's CollegeAdvantage fund:  $1588.54 $1566.99 up $21.55
  • MISC
  • ATM savings this month: $25
  • Speedy points:   144766 145268 up 401
  • Swagbucks!: 2333 2372 up 61

Total gained: $483.54



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