Bucket GOAL | JAN-JUN | JUL | AUG | SEP | OCT | NOV | DEC | TOTAL |
SIMPLE IRA $ 13,000 | $ 10,345 | $ 2,655 | $ 0 | $ 0 | $ 0 | $ 0 | $ 0 | $ 13,000 |
Roth IRA $ 6,000 | $ 6,000 | $ 0 | $ 0 | $ 0 | $ 0 | $ 0 | $ 0 | $ 6,000 |
HSA $ 3,500 | $ 3,000 | $ 500 | $ 0 | $ 0 | $ 0 | $ 0 | $ 0 | $ 3,500 |
Brokerage $ 18,000 | $ 4,000 | $ 1,500 | $ 3,000 | $ 2,500 | $ 0 | $ 5,000 | $ 3,000 | $ 19,000 |
Savings $ 9,500 | $ 5,000 | $ 500 | $ 0 | $ 0 | $ 3,500 | $ 0 | $ 500 | $ 9,500 |
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Total $ 50,000 | $ 28,345 | $ 5,155 | $ 3,000 | $ 2,500 | $ 3,500 | $ 5,000 | $ 3,500 | $ 51,000 |
Progress | % 56.7 | % 10.3 | % 6.0 | % 5.0 | % 7.0 | % 10.0 | % 7.0 | % 102.0 |
Going to go ahead and close the book on the year. Very happy with the year. Thanks for setting up the challenge!