February 25, 2014

The Tax Plan Part II - How the Money was actually spent

Federal Refund Came today.  Here is how I planned to spend the money and how it was actually spent.  Still waiting on the State refund but I calculated it in this total.  Most of the bills I pay out of our refund aren't due until later in the year. Those amounts I just move to savings until it is time to pay them.

 Federal Tax Refund                       $5186
State Tax Refund                           $ 184
Total                                            $5370

                                                    Planned                  Actual
  • City Taxes                            $1300 (estimate)     $1265
  • Car Insurance                        $ 950                      $950 (savings)
  • Condo Insurance                   $ 250                       $250 (savings)
  • CBR Fees                             $ 250                      $250 (savings)
  • Life Insurance                       $ 850                       $850 (savings)
  • Zoo Membership                   $  71                       $ 71
  • Energy Saving Devices          $ 200                       $200
  • My School                            $ 300                       $295
  • Shrek Tickets                       $ 100                        $100
  • Beauty and Beast Tickets      $   68                        $68
  • Norton Anti-Virus                 $  50                        $ 50
  • Date Night                            $  40                        $ 40
  • Tax Cost - HR Block             $  87                        $ 46
  • Vacation Savings                   $ 284                       $200 (savings)
  • Car                                       $ 285                       $200 (savings)
  • EF                                        $ 285                       $200 (savings)
  • Big R's dental bill                                                 $335
Mr. R and I used our date money today.  I had a half day to use up, so I took the afternoon off. While the kids were at school, we walked to a restaurant near our house, had a couple drinks and some amazing wings and onion rings.  And awesome, awesome key lime pie. mmmmmmm.... wait where was I? Oh, right. This restaurant is so cute and has a real beachy atmosphere, even though its only 25 degrees out. (I really wish I had another piece of pie right about now)
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1 comment:

  1. TaniaFebruary 26, 2014 at 1:49 PM

    That's awesome that HR Block was cheaper than expected. Key lime pie, when done correctly, can be the best dessert ever. After stumbling upon a few pieces of horrible, horrible pie, I stopped eating it for a while. I'd still pick up a piece of carrot cake over most other desserts, though!

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