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Monthly Business PerformanceIncome SourcesBusiness ExpensesInvesting and SavingsPersonal Expenses
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Gross Income$7,500.00SourceTypeAmountExpenseTypeAmountInvestmentTypeAmountExpenseAmount
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Non-Labor Expenses$78.00JobEmployment$6,500.00Adobe SuiteNon-Labor$56.00Corporate 401(k)401(k)$1,000.00Housing$1,683.11
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Labor Expenses$250.00Side HustleSelf$1,000.00Web HostingNon-Labor$10.00Vanguard Growth FundTraditional IRA$100.00Car Payment$350.00
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Total Expenses$328.00DomainsNon-Labor$2.00Vanguard 500 IndexRoth IRA$100.00Car Insurance$100.00
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QuickbooksNon-Labor$10.00Vanguard Total StockTaxable$450.00Gas$150.00
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Monthly Net Income$7,172.00Graphic DesignerLabor$250.00FundriseTaxable$50.00Groceries$300.00
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Yearly Net Income$86,064.00RobinhoodTaxable$50.00Eating Out$150.00
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Cash SavingsSavings$200.00Coffee$50.00
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Taxes and IRA (Yearly)Holiday GiftsSavings$30.00Phone$80.00
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401(k) Deduction$12,000.00Home Repair SavingsSavings$295.00Gym$45.00
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IRA Deduction$0.00Internet$70.00
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Other Deductions$0.00Haircuts$45.00
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Adjusted Gross Income$73,447.10Renter's Insurance$16.00
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Salary$86,064.00Spotify$10.00
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Income Tax$9,145.64
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FICA/Self-Employment Tax$7,200.79
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Colorado State Tax$3,400.60
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Total Tax Liability$19,747.04
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% of Income Paid in Tax22.94%
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Monthly Personal PerformanceFun Projections
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Take-Home Pay (Yearly)$66,316.96
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Take-Home Pay (Monthly)$5,526.00ExpenseAmount
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Guitar fund$50.00
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Total Investments$1,750.00Vacation fund$120.00
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Total Investments (Yearly)$21,000.00
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% of Income Invested24.40%
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401(k) Contribution$12,000.00
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401(k) Salary % Contributed15.38%
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401(k) Match$2,340.00
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Total IRA Contribution$2,400.00
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Roth Contribution$1,200.00
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Total Savings$525.00
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Total Savings (Yearly)$6,300.00
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% of Income Saved7.32%
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Total Personal Expenses$3,219.11
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Total Personal Expenses (Yearly)
$38,629.28
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% of Income Spent on Housing
23.47%
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% of Income Spent on Car8.37%
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Total Leftover$31.89
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401(k)/IRA Contribution %'s
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401(k) Cont. %61.54%
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Total IRA Cont. %40.00%
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Roth Cont. %20.00%
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