Sunday, November 20, 2011

December Financial Goals




Expenses I expect this month:
-Christmas is just about paid for
- $300 eye doctor and new glasses
- new budget of $2000 to fix up this house
-$25 amys birthday
POST Wedding plans this month:
-pick up dress when ready

For my accounts according to mint.com:
Red is last month Orange is this month
(We are skipping this this month bc last month was so crazy, so here's just updated totals)


  • PERSONAL


  • Charles Schwab (high yeild checking):  $2053.70 $2570.12 down $16.42


  • Charles Schwab savings: $1051.97 $971.19 down $80.78


  • PNC $5184.59 $2454.87 down $2729.72


  • PNC $10.02


  • PNC   $11685.67 $15218.81 (i need at add $800 this month)

  • Capital One emergency:$10358.53  $10565.78 up $207.25

  • Capital One Savings: $1085.33 $2570.12 up $1484.79

  • INVESTMENTS


  • Charles Schwab Roth IRA (5/09 opened): $11738.72 $11941.18 up$202.46


  • LHS retirement account: $5945.91 $6222.79 up $276.88


  • OPERS retirement account(account now closed, opened Traditional IRA 5/10): $10124.27 $10124.36 up $.09


  • Zak's Etrade savings account:  $3027.84 $3055.33 up $27.49


  • Zak's CollegeAdvantage fund: $1502.93 $1494.31 down $8.62


  • MISC

  • Speedy points: 147063 147448 up 385


  • Swagbucks!:  1861 2012 up 151

Total gained: $1692.04

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