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Here is my progress so far this year! Please note, all of this is Day 1 reporting, so when it says "August" it means the first of August and the previous month.  I have four main areas of wealth - real estate, memberships, consulting work and investments.   We are waiting for all the investments to be calculated (the awesome @greenshield_tax has many clients wrapping up tax work but it won't be long).  We will be adding many other items to this chart - AirBnB, Amazon, Etsy but already, the work is paying off!