1. Log/File one year’s worth of financial papers (I usually do this in January, but it seemed appropriate for this month’s challenge) - Splitting hairs here - I’ve filed all the financial papers, but still have to do school and medical and miscellaneous. But I achieved the stated goal, so yay! 2. Get that $*&% IRA rollover done! - look at me, being all adult and stuff. Did my part in week 2, week 3 looked like I was too late and it wouldn’t be completed this year, but the transaction happened at the end of week 4. My first rollover is done! 3. Minimum spend ($2500) on new CC, to include 2019 charitable giving. Done despite losing the card for 10 days when I was doing a lot of holiday prep spending. 4. Spend on cc with an extra bonus this month ($1200). Done!
5. a. Figure out how much capital gains harvesting I can do this year b. and actually do it. Done! I didn’t go right up to the limit - left some wiggle room, but I am happy with that. 6. Cancel cable, which was a condition of me signing up for Hulu during the Black Friday/ Cyber Monday special. Didn’t get the phone call made today. It’s ok, because I’m thrilled with everything else I got done. 7. Continue to track spending on holiday meal food and groceries for houseguests. Spent $217 on groceries/pizza for family events and holiday parties, $12 on special foods for my houseguests, and $65 on gifts.
6/7 ain’t bad. I’m calling it a win. My day with Comcast will come in 2020.
And the last item done, although I’m a little annoyed about how I had to do it since the new card I was planning to use for it didn’t make it in time. But so it goes.
Call about car insurance (and pay car insurance)
And apparently I should be in for Snacktuary since per one of my earlier items involving food inventory I have like 8 cans of garbanzo beans and some random frozen milk to use up among other items in my freezer and can pantry. I guess I do have ‘find new recipes’ on my 202 bingo card that I might as well get started on
If you’re interested in getting your victory cat sticker mailed to you please fill in this form. It will be available through January 10th, when I will mail out stickers!
Check in: well, halfway success with all of these: computer room is trashed with SO sim racing stuff and I can’t see the floor, guest room half done. Office space - cleaned up; gift cards - used a few as well as using Aeroplan points for more gift cards, free movie points before expiring - so it’s a start.
This exercise kept it very top of mind for when I was busy to at least attempt to do it a bit.
Claim lost money (update: need to mail claim docs for 1, deposit 2 done)
Buy B12 supplement
On Hold
Research and buy fancy electric toothbrush
Uhhh finish 2018 state taxes
Make decision on old pension (need to understand tax/MCD elig hit)
Sign up for TD card bonus - website doesn’t work
set up autopay on REI on next manual payment - need to wait until Jan
Call BoA to confirm sign up bonus for Amtrak card
Planet Granite: Free week trial - not a priority, may not have time in Dec
24 Hr Fitness: Free 3 day trial - not a priority, may not have time in Dec
Pay rent with Plastiq for Amtrak bonus (donations handled it)
Make cheat sheet for Beyond Beautiful
Change Sprint autopay to REI card ?? need to research phone protection plans
Email contact from old job
Update address w/ Amex - first find blue cash card?
Create Jan 26 meetup event
send in rebate for waterpik
Call OHP one more time to confirm eligibility question
Completed
Call Kaiser about blood test follow up, schedule appointments
Find out about family medical history, p1
Change to $2/mo Hulu plan/pause existing
Make texts make noises
Call HSA provider about login. AHHH I’ve been getting monthly fees since leaving my old job! I need to roll this over to an individual HSA provider that doesn’t charge fees… Does that exist? (Update: opened new account AND submitted transfer request paperwork)
Submit Equifax claim
Set up autopay for Amtrak cc
Pay 1st Amtrak bill manually
Make g voice emails auto archive again - filter stopped working (update: turned off “override filter” setting)
Check REI autopay (checked, called, got fee waived)
Figure out old pension details (will be getting benefits package in the mail)
Sign up for 2020 health plan - after 2 hours on the phone, finally confirmed I don’t need to do anything…
Order stuff . Waterpik, phone case, reusable pads
Update Google search settings
Buy return ticket from Seattle (bonus points won’t hit in time)
Pass on clothes through BN/swap
Get Blues volunteer position (saw guy in person)
Email VG and donate remics
Change dividend reinvestments for ETF’s
Renew/check out library books before trip
Pay rent before going to Canada
Sweep new dividends to checking acct
Buy camp mustache tickets
Figure out the best way to liquidate $6,000 for a Roth contribution…
Purchase car Proud new owner of a 2010 Toyota Prius!
Set budget sinking fund goal and list for maintenance for said car $300 in fund so far, will likely purchase tires in a couple of weeks.
Establish tangible and productive goals in therapy sessions in case I can’t continue in January Goals established, also set up weekly appointments in January, cost be damned.
Attend sterilization consultation appointment and obtain referral for procedure I’m having the procedure done in April 2020!
Negotiate lower vehicle insurance rate Got better auto insurance rates for myself and MWP (partner) as well as renter’s insurance for self.
My December just ended (yes I posted that in my first post ) so I’m posting my final status for the month:
Publish a video every week of December
Dec 3
Dec 10
Dec 17
Dec 24
Dec 31
Launch new community events website
Clean my desk and organize office
Catch up on business accounting for 3 Quickbooks files since August (ugh) - Did not even start this a little bit
Finish filing all work expense reports (also behind since August) I did file August and September’s reports, but nothing beyond that.
Updates to client website (that I have owed him since August, noticing a theme here?) Made a little progress but not enough to share with the client
Garage remodel (thread) - We made a ton of progress, and I’m happy with how much we did even if it’s not totally done!
So overall I give myself a C minus. C because it’s a passing grade and I feel pretty okay about how much I got done, but minus because I didn’t actually finish as much as I had hoped.
I am pretty happy I stuck to my video schedule, and my channel stats reflect that too! I hit 1000 subscribers on the 28th, up from about 250 at the beginning of the month!
I think what actually happened was I made an ambitious list before I even decided to start the garage project, and then that ended up taking up many full days that I wasn’t able to spend on the other projects.
1. Log/File one year’s worth of financial papers (I usually do this in January, but it seemed appropriate for this month’s challenge) - Splitting hairs here - I’ve filed all the financial papers, but still have to do school and medical and miscellaneous. But I achieved the stated goal, so yay!
6. Cancel cable, which was a condition of me signing up for Hulu during the Black Friday/ Cyber Monday special. Didn’t get the phone call made today. It’s ok, because I’m thrilled with everything else I got done.
) so I’m posting my final status for the month: