Tuesday, April 08, 2008

March Recap

I've been so busy lately I haven't found the time to sit down and do my monthly numbers. I haven't entered my investment transactions into Quicken, so I'm just doing a quick guesstimate this month based on the numbers I have at hand (in Pocket Quicken on my Treo).

Net worth 3/31: approx. $357,000

Notable expenses:
Dining $743
Clothing $407
Gifts Given $456 (includes plane ticket for mom)
Household $403 (includes new dining table & chairs for $300)
Miscellaneous $2,329 (includes new computer for for $2,012)

Fortunately my income was quite high this month, as I got my NY State tax refund and my bonus, so despite the big expenses and lackluster investment performance I had a nice gain in net worth, somewhere in the neighborhood of 4%.

Other activity of note: I transferred $5,000 to my FNBO online account. That is a good chunk of my after-tax bonus going into savings, not to be touched. I left some in the account I use day to day, as I have a huge credit card bill hitting this month due to some vacation expenses I've paid in advance. Next month should be a bit more normal in terms of expenses and income.

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