Quicken Tutorial: How To Add An Impound Account

How To Add An Impound Account

This step-by-step, narrated, video tutorial will visually teach you how to add an Impound Account (for real estate/property taxes and home/property insurance payments) in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest impound account statement, or mortgage statement with the impound account balance, available.

Watch Continue Reading

Annual vs. Monthly IRA Contribution Experiment – July 2015 Update

The Annual vs. Monthly IRA Contribution Timing Experiment July 2015 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 19.26 11,120.63 11,827.87 707.24

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
475.10 19.26 8,824.66 9,150.39 325.73

Account Summary:

  • 07/01/2015
Continue Reading

Annual vs. Monthly IRA Contribution Experiment – June 2015 Update

The Annual vs. Monthly IRA Contribution Timing Experiment June 2015 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 19.47 11,120.63 11,956.84 836.21

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
451.56 19.47 8,366.33 8,791.83 425.50

Account Summary:

  • 06/01/2015
Continue Reading

Annual vs. Monthly IRA Contribution Experiment – May 2015 Update

The Annual vs. Monthly IRA Contribution Timing Experiment May 2015 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
614.12 19.50 11,120.63 11,975.26 854.63

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
428.05 19.50 7,908.00 8,347.05 439.05

Account Summary:

  • 05/01/2015
Continue Reading