Friday, 2 June 2017

#52 May Summary

So, did we stick to the budget?

Nope. But so close £38.34 over. All work expenses are now on a separate account and not included now.

Did we earn more than we spent?

Yes. £455.80 more. Booster a little by £100 from matched betting.

Any positives?

Came very close to sticking to budget.

Liquid savings (ie savings excluding pension) rose above £1000 for the first time. Difference between this and debt (excluding mortgage is now £2,600~.

Net worth rose to £148k~ which is the first time it's higher than before our house move in Jan 2017
Lessons / thoughts?

Much cleaner and accurate now that expenses have been removed.

Effect on overall debt?

Student loan remains paid off :)
House loan remains paid off :)
Wedding card balance stands @ £1,794.54
0% Carpet loan balance is £2,079.93  

   
Total Debt  Exc Mortgage = £3,874.47








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Wealth Accumulation

Summary:


Asset
Value
Increase
Pension Value
£18,569.23
£1030.02
XO Shares Account 
£60.89
£2.79
Company Sharesave.
£700
£100
Fidelity Global Index Tracker
£510.47
£112.01



Total
£19,840.59
£1,244.82







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Net Worth

























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