Private Equity Associate in New York, NY — Money Diary

Occupation: Associate
Industry: Private Equity
Age: 23
Location: New York, NY
Salary: $144,000 (plus a bonus of $48,000-$96,000).
Net Worth: $561,000 (savings: $1,000, investments: $5,000, Roth IRA: $5,000, 401(k): $6,000, home equity: $550,000 (my half of the apartment I own with my parents, they have a small mortgage but my name is not on it so I don’t have any debt related to the property) minus debt).
Debt: ~$6,000 (I pay off my credit card in full, but I have some large travel/furniture expenses that I have on a payment plan)
Paycheck Amount (2x/month): $4,000
Pronouns: She/her

Monthly Expenses
Rent: $2,700 (I pay my “rent” to my parents towards home equity and my roommate lives in the flex room for $2,500 which goes towards HOA/taxes).
Loans: $1,000 (payment plan for expensive international travel for a wedding later in the year and furniture when I moved in).
ClassPass: $95
Netflix: $16
WSJ: $4
AMC Stubs: $20
Amazon Prime: $15
MealPal: $90
Phone: $0 (company covered).
Health Insurance: $0 (company covered).
Oura Ring: $5
Spotify: $7 (shared with my roommate).

Annual Expenses
Credit Card Fees: $360
Uber One: $100

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