Update for June 2015:
Brokerage Investment Goal:
- June Investments contributions were $1026.09
- YTD Investments contributions are at $6027.03
- Outlook: Green – everything’s on track.
Roth IRA Investments Goal:
- June Investments were $500
- YTD Investments total $2,800
- Outlook: Green – everything’s on track.
Cash Flow Goal:
- June was cash flow negative, with ($3,142.65) being added to the bank accounts. This is primarily due to a $1,000 additional principal contribution to the mortgage, and a LendingClub investment of $2,500.
- YTD is at a positive $220.71 net cash flow
- Outlook: Yellow. I have reduced planned expenses by $1,100, which will make my goals of $0 or more in net cash flows.
Additional Mortgage Principal Stretch Goal:
- June was $1,000
- YTD is $5,000
- Outlook: Goal Met!
Keep track of the progress over at the 2015 goals page.
My Budget World 