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On this page, you will find my monthly and annual financial stats. I decided to add this level of transparency to the blog in order for you to relate to my journey and the stories that I share here. I have found through my own experience that I have always enjoyed other blogs that share real numbers and real examples. I’m never going to give you any advice that I don’t actually follow myself and I think it’s absolutely imperative that I pull back the curtain so you can see what’s possible on your own journey to financial freedom.

These stats will be updated on a monthly and annual basis. Although this page will only contain the summary figures, I will link out to the monthly detailed reports as well (see links below).

For the annual numbers, I went back in time to dig up information in order to go all the way back to 2012 (I didn’t start tracking monthly until late in 2014). At some point in time, I may decide to try to go further back, but that is still yet to be decided.

Note: All financial figures represented below are combined stats for my wife and me.

Personal Capital 11-13-17

Wonder how I pull all this information together every month?

We use Personal Capital to aggregate and consolidate our transactions from across all of our financial accounts (checking, savings, retirement, credit cards, mortgages, HSA, and other investment accounts). At the end of the month, I export that information into my financial stats spreadsheet in order to produce the monthly reports linked below.

TRACKING your finances is, in my opinion, the BEST way to stay on top of your finances. You can’t optimize what you don’t measure. You can’t make informed decisions if you don’t know what you having coming in vs. what’s going out. Without a holistic view of how much you spend every month, there’s no way to set savings, debt repayment, or investment goals. It’s a financial freedom must!

If you don’t already have a FREE account with Personal Capital, stop reading and go sign up for your account right now(Seriously, this financial update will be here when you’re done. There’s no time like the present to take action. You will thank me later!)

Monthly Financial Report Links

December 2014 – Net Worth $181,364

2014 Total Gross Income: $214,142 | Net Worth$181,364

January 2015 – Net Worth $195,141 +7.6%

February 2015 – Net Worth $196,990 +0.9%

March 2015 – Net Worth $201,054 +2.1%

April 2015 – Net Worth $204,209 +1.6%

May 2015 – Net Worth $210,853 +3.3%

June 2015 – Net Worth $220,313 +4.5% 

July 2015 – Net Worth $232,728 +5.6% 

August 2015 – Net Worth $241,085 +3.6%

September 2015 – Net Worth $248,578 +3.1%

October 2015 – Net Worth $301,788 +21.4%

November 2015 – Net Worth $311,820 +3.3%

December 2015 – Net Worth $317,727 +1.9%

2015 Total Gross Income: $254,359 | Net Worth$317,727

January 2016 – Net Worth $325,372 +2.4%

February 2016 – Net Worth $362,579 +11.4%

March 2016 – Net Worth $368,985 +1.8%

April 2016 – Net Worth $370,744 +0.5%

May 2016 – Net Worth $383,167 +3.4%

June 2016 – Net Worth $399,946 +4.4%

July 2016 – Net Worth $425,012 +6.3%

August 2016 – Net Worth $433,743 +1.8%

September 2016 – Net Worth $472,664 +9.2%

October 2016 – Net Worth $479,950 +1.5%

November 2016 – Net Worth $486,544 +1.4%

December 2016 – Net Worth $527,668 +8.5%

2016 Total Gross Income: $339,661 | Net Worth$527,668

January 2017 – Net Worth $524,993 -0.5%

February 2017 – Net Worth $532,590 1.4%

March 2017 – Net Worth $541,510 1.7%

April 2017 – Net Worth $550,347 1.6%

May 2017 – Net Worth $558,202 1.4%

June 2017 – Net Worth $571,210 2.3%

July 2017 – Net Worth $600,108 5.1%

August 2017 – Net Worth $609,546 1.6%

September 2017 – Net Worth $630,223 3.4%

October 2017 – Net Worth $632,168 0.3%

– Gen Y Finance Guy