Here is the picture of our net worth for July 2017 on Personal Capital. I have been using Personal Capital to see all my accounts together. Personal Capital also updates all my bank accounts, investment accounts and credit cards. That way I can quickly update my Net Worth spreadsheet.
Saving Goals for 2017
Saving Goals | Limit | Status | Progress |
Roth IRA | $5,500 | $5,500 | 100% |
Spousal Roth IRA | $5,500 | $5,500 | 100% |
4-Year Prepaid University Plan | $29,025 | $29,025 | 100% |
Health Saving Account | $6,750 | $4,354 | 65% |
Pre-tax 401(k) | $18,000 | $18,000 | 100% |
Overall 401(k) | $54,000 | $30,032 | 56% |
Total | $100,775 | $74,411 | 74% |
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