Annual vs. Monthly IRA Contribution Experiment – October 2014 Update

The Annual vs. Monthly IRA Contribution Timing Experiment October 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.93 5,500.00 5,915.62 415.62

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
236.08 18.93 4,681.00 4,889.86 208.86

Account Summary:

  • 10/01/2014
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Quicken Tutorial: How To Add A Home Asset Account

How To Add A Home Asset Account

This step-by-step, narrated, video tutorial will visually teach you how to add a Home/Real Estate as an Asset Account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest appraisal or estimated home value available.
  • If you have a mortgage on the property, you’ll want
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Quicken Tutorial: How To Add A Mortgage Account

How To Add A Mortgage Account

This step-by-step, narrated, video tutorial will visually teach you how to add a Mortgage/Home Loan Account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest Mortgage/Home loan account statement, or initial loan balance (if you have a brand new account) available.
  • Optional: Your online credentials/login
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Annual vs. Monthly IRA Contribution Experiment – September 2014 Update

The Annual vs. Monthly IRA Contribution Timing Experiment September 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 18.61 5,500.00 5,815.62 315.62

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
236.08 18.61 4,272.00 4,393.53 121.53

Account Summary:

  • 09/01/2014
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Annual vs. Monthly IRA Contribution Experiment – August 2014 Update

The Annual vs. Monthly IRA Contribution Timing Experiment August 2014 Update.

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 19.14 5,500.00 5,981.25 481.25

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
214.72 19.14 3,863.00 4,109.65 246.65

Account Summary:

  • 08/01/2014
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