Bucket GOAL | JAN | FEB | MAR | APR | MAY | JUN | TOTAL |
SIMPLE IRA $ 18,000 | $ 1,095 | $ 1,850 | $ 1,850 | $ 1,850 | $ 1,850 | $ 1,850 | $ 10,345 |
Roth IRA $ 6,000 | $ 6,000 | $ 0 | $ 0 | $ 0 | $ 0 | $ 0 | $ 6,000 |
HSA $ 3,500 | $ 500 | $ 500 | $ 500 | $ 500 | $ 500 | $ 500 | $ 3,000 |
Brokerage $ 15,000 | $ 0 | $ 0 | $ 0 | $ 2,500 | $ 1,500 | $ 0 | $ 4,000 |
Savings $ 9,000 | $ -3,000 | $ 3,000 | $ 2,000 | $ 1,000 | $ 500 | $ 2000 | $ 5,000 |
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Total $ 51,500 | $ 4,595 | $ 5,350 | $ 4,350 | $ 5,850 | $ 4,350 | $ 4,350 | $ 28,845 |
Progress | % 8.9 | % 10.4 | % 8.4 | % 11.4 | % 8.4 | % 8.4 | % 56.0 |
Halfway through the year, 56% of the way there. July needs to be a big month as I will hardly be bringing in any income in August.