Net Worth Update – September 2017

I’m going to try to make this short and sweet since September didn’t bring any surprises. My final account balances at the end of the month:

Liquid Assets Aug-17 Sept-17 Change
Cash & Checking $1,158 $1,000  ($158)
Brokerage #1 $150 $161  +$11
Emergency Fund $3,385 $3,390  +$5
Short Term Savings $2,000 $3,000  +$1,000
Vanguard Fund  $500 $0 ($500)
Illiquid Assets Aug-17 Sept-17 Change
Brokerage $466  $472 +$6
Savings Bonds $2,085 $2,120  +$35
Retirement Aug-17 Sept-17 Change
Roth IRA $17,657 $18,249  +$592
Traditional 401K $27,423  $29,477 +$2,054
Net Worth $54,824 $57,869 +$3,045
% Change 5.6%

The biggest change is that I’ve merged some funds into my short term savings to prepare to buy a condo.

I’m not going to update my goal progression this month because I’m lazy and don’t feel like it.

September Budget

Category Budgeted Actual Remaining
Rent $1,650 $1,650 $0 over
Fixed Expenses $100 $90 $10 under
Medical $- $275
Food $200 $146 $54 under
Travel $250 $270 $20 over
Everything Else $250 $315 $65 over
Total  $2,450  $2,471 $21 over

My food budget is low because I was on business travel for half of the month. I don’t include my reimbursed business expenses.

I broke out my travel expenses for once as I prepare for my next vacation. My plane tickets were roughly $200. The other $70 can be explained by things like Uber.

Overall I was $21 over budget.