Month: October 2015

Goals Update September 2015

Budget Guy Budgeting, Goals

Update for September 2015:

Brokerage Investment Goal:

  • September Investment contributions were $907.25
  • YTD Investment contributions are at $8,966.78
  • Outlook: Green – everything’s on track.

Roth IRA Investments Goal:

  • September Investments were $500
  • YTD Investments total $4,500
  • Outlook: Green – everything’s on track.

Cash Flow Goal:

  • September was cash flow positive, with $221.79 being added to the bank accounts.
  • YTD is at a positive $1,214.06 net cash flow
  • Outlook: Green, But there’s some concern about making a return trip to Vegas will kill this goal.  I’ll continue to track to see where other savings can occur to ensure that doesn’t happen.

Additional Mortgage Principal Stretch Goal:

  • Goal: $3000
  • Actual: $7400
  • Goal Exceeded!

goals-sep-2015

Keep track of the progress over at the 2015 goals page.