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Quicken Tutorial: How To Add A 401k, 403b, or 457 Account

April 2, 2014 by Long Pham


How To Add A 401k, 403b, or 457 Account

This step-by-step, narrated, video tutorial will visually teach you how to add a employer sponsored retirement account, like a 401k, 403b, or a 457, in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest retirement account statement, or initial retirement investment plan information
Continue Reading

Quicken Tutorial: How To Add A Credit Card Account

March 26, 2014 by Long Pham


How To Add A Credit Card Account

This step-by-step, narrated, video tutorial will visually teach you how to add a credit card account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest credit card account statement, or initial balance (if you have a brand new account) available.
  • Optional: Your online credentials/login
Continue Reading

Quicken Tutorial: How To Add A Savings Account

March 19, 2014 by Long Pham


How To Add A Savings Account

This step-by-step, narrated, video tutorial will visually teach you how to add a savings account in the Quicken Personal Finance Software suite.

Before You Start:

  • Have your latest savings account statement, or initial deposit receipt (if you have a brand new account) available.
  • Optional: Your online credentials/login information for
Continue Reading

Quicken Tutorial: How To Add A Checking Account

March 12, 2014 by Long Pham


How To Add A Primary Checking Account

This is the first in a series of step-by-step, video tutorials that will visually teach you how to use Quicken Personal Finance Software to manually track your finances. This episode covers the initial setup of Quicken and will guide you through how to add your first account, a Continue Reading

Stop Taking Your Finances So Seriously

March 10, 2014 by Long Pham

The other week I was browsing some personal finance blogs before bed. One of the blogs I read talked about the Fidelity American Express card, which is offering a sign-up bonus. I left a comment to correct the author on the rewards terms and then proceeded to reply to a few other comments with Continue Reading

Annual vs. Monthly IRA Contribution Experiment – February 2014 Update

March 5, 2014 by Long Pham

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

Annual Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
312.50 17.98 5,500.00 5,618.75 118.75

Account Summary:

  • No account transactions to report.

Monthly Contribution Roth IRA

Shares Price Total Cost Market Value $ Gain/Loss
81.05 17.98 1,409.00 1,457.24 48.24

Account Summary:

  • 02/01/2014
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