Track your 2025 savings goals and progress!

[McStache]

May Update:
Bucket
401k          $  8,509 / $ 23,500
401k Match    $  8,509 / $ 20,100
HSA           $  1,729 / $  4,300
Mrtg. Prin.   $  2,262 / $  5,500
Taxable       $ 30,965 / $ 66,600
---------------------------------
Total         $ 51,974 / $120,000

Savings rate: 71.3%


This and next month are heavy on annual/quarterly expenses. I'm still tracking slightly ahead on the year so hopefully won't fall behind even with these, but it'll be tight

[alcon835]

The percentage goal for me to be on track for May is 41.67%.

Bucket	Goal	Current
401K	$23,500.00	$4,520.00
Match	$3,300.00	$75.00
HSA	$4,300.00	$4,008.32
Brokerage	$26,300.00	$0.00
Dividends	$2,500.00	$864.96
Emergency Fund Rebuild	$31,000.00	$1,004.93
Donations	$26,300.00	$5,785.69
Rebuild	$37,684.78	$33,684.94
Total	$154,884.78	$50,233.02
Percentage	100%	32.43%  (-9.24% of goal)

Update:
Chugging along.

[TyGuy]

             |     401K   |      Roth IRA    |     Taxable     |    Savings   |  Extra Principle  |     Total     |   

Goal       | $  23,500 |       $  7,000   |     $  26,000  |    $ 4,000   | $      4,500       | $  65,000  |    %    0.0    |

JAN        | $   2,000  |       $  4,650   |     $      0      |    $   435    | $         0           | $   7,085   |    %   10.9   |

FEB        | $   2,000  |       $  2,350   |     $      0      |    $   390    | $         0           | $   4,740   |    %    7.3    |

MAR       | $   2,000  |       $     0       |     $  1,000   |    $   394    | $         0           | $   3,394   |    %    5.2    |

APR        | $   2,000  |       $     0       |     $ 11,000  |    $   399    | $       500         | $   13,899  |    %   21.3   |

MAY        | $   2,000 |       $     0       |     $   7,500  |    $   406    | $       500         | $   10,406  |    %   16.0   |

JUN        | $      0     |       $     0       |     $      0      |    $    0       | $         0          | $       0      |    %    0.0    |



YTD       | $ 10,000  |      $  7,000   |     $ 19,500  |  $ 2,024   | $      1,000       | $ 39,524 |    %  60.8   |


Another great month! My savings rate will likely slow through the end of the year.

[Turtle]

Bucket	401k	Employer Match	HSA Regular	HSA Catch Up	ESPP
Goal	$6,000	$6,000	$8,550	$1,000	$10,000
January	$1,149	$888	$2,179	$83	$1,277
February	$1,575	$1,314	$2,808	$167	$2,072
March	$2,796	$2,535	$3,437	$250	$4,513
April	$3,234	$2,973	$4,067	$333	$5,390
May	$3,723	$3,462	$4,696	$417	$6,349

    


Some of the ESPP which had been purchased in previous years was sold to pay for my Europe trip this spring, however.

[oneday]

Bucket         Goal | Actual
401(k)     $ 23,500 | $ 16,381.20
Match      $  3,000 | $   3,000.00
Roth       $  7,000 | $  6,125.00
Taxable    $ 21,500 | $      0.00
-----------------------------------------
Total      $ 55,000 | $ 28,131.20
Progress            |       51.1%


New stat: YOY change: 5.5%

[MaybeBabyMustache]

I'm currently "funemployed", but would like to go back to work at least part time. I'll guess conservatively on our goals as a result.

-Max 401Ks - $54,500 (one spouse eligible for catch up contributions) (assumes I get a job)
-Pay for college for two kids out of 529s
-Save another $20k if I don't get another job, and $100k if I do.

Okay, just got another job, and we received DH's severance this week, so things are good.
-DH maxed his 401k already, and I'm getting a large sign on bonus that will easily allow me to max mine
-We've saved enough for both kids in college, and are now planning to help my nephew out a bit (we are thinking $5k/year)
-We should be able to save another $100k by EOY with the new job.

I still need to go through & figure out:
-New overall budget, with my job
-Investment options
-How much we have to work with each month, after deductions, etc.