Life Insurance Policies
Is there a place in Quicken for Windows where my 6 life insurance policies could be summarized and updated over the years? I would think a tab in the Lifetime Planner area would be perfect, but can't find anything or place to do this. Thanks for help.
1
Best Answer
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I have 5 policies that I handle in the following manner. I created a "cash" account for each of the policies. One a year I receive a statement for each account that shows the increase in the Cash Value. I put this increase into the appropriate account.
7
Answers
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I have 5 policies that I handle in the following manner. I created a "cash" account for each of the policies. One a year I receive a statement for each account that shows the increase in the Cash Value. I put this increase into the appropriate account.
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I do basically the same thing as Snowman. It's about the best you can do with Life Insurance.
Quicken Windows user since 1993.
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