Financial Goals for 2016: Mid-Year Review

by | Jun 28, 2016 | Goals, Personal Finance | 0 comments

And just like that, the first half of the year is almost over! So here’s my reality check.

Statuses:

  • Completed! – as in done/finished
  • On track – met based on budget file
  • Not yet started – not yet started based on target start date on budget file
  • Quite – met but budget not followed (either there was a decrease/increase)
  • Not met – target not met based on budget file
  1. Religiously pay SK-LU. 5 months to go! Excited to mark this as completed!
    • Mid: Completed! – Last payment made this month! Ahhhhh, so happy happy!
  2. Save 50k for processing of papers for SK-LU. After completing the payment in June, I’ll have the same budget reallocated to this.
    • Mid: Not yet started
  3. Religiously pay SK-Silang. 2 years to go.
    • Mid: On track – many more months to go :p
  4. Save 50k for lot processing of SK-Bgo. 
    • Mid: Quite – too many reallocations
  5. Save 35k for CR of SK-Bgo
    • Mid: Quite – too many reallocations
  6. Increase EIP allocation to 3k/month
    • Mid: On track – started March 2016
  7. Increase MF to 20k (carry over from previous years)
    • Mid: Quite – still catching up with the savings but haven’t made any deposits to FAMI yet
  8. Add 20k-30k to COL 
    • Mid: On track
  9. Save 80k for Project BD (new in my budget file)
    • Mid: On track
  10. Religiously save 3k/month for niece’s tuition
    • Mid: On track – I can’t wait for her to graduate hahaha!
  11. Set aside a Tulong fund
    • Mid: Quite – too many reallocations
  12. Continue saving for an international travel
    • Mid: On track
  13. Set aside 10k for December 2016
    • Mid: Quite – too many reallocations
Let’s see what the year end update will look like.

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