Short-Term Cash Decision Sheet

Dimplo decision sheet

The highest advertised yield is not always the best home for short-term cash. Match each dollar to its deadline, access requirement, insurance or government backing, and after-tax return.

Interactive estimate

Short-term cash yield comparison calculator

Compare a savings APY with a Treasury bill yield for a known holding period. This is a dollars-and-access screen, not a recommendation or a live-rate quote.

Savings interest and Treasury interest are generally federally taxable. This simplified screen applies the state-tax difference only, because U.S. Treasury interest is generally exempt from state and local income tax. It does not model purchase price, exact bank compounding, fees, or an early sale.

1. Give the money a job

Cash purposeAmountEarliest need dateNotice before useMust not lose principal?
________________$______________Same day / days / known dateY / N
________________$______________Same day / days / known dateY / N
________________$______________Same day / days / known dateY / N

2. Match the access pattern

OptionUsually fitsAccess issueProtection to verifyTax note
High-yield savingsEmergency cash and uncertain datesTransfers may take time; account rules varyFDIC or NCUA coverage and ownership categoryInterest is generally federally and state taxable
No-penalty CDKnown holding period with a possible early exitWithdrawal rules vary and may require closing the CDDeposit-insurance coverageInterest is generally taxable as reported
Traditional CDKnown date and willingness to accept an early-withdrawal penaltyPenalty can erase part of the yieldDeposit-insurance coverageInterest is generally taxable as reported
Treasury bill held to maturityCash with a known four-to-52-week windowMoney is less convenient before maturity; broker sale value can changeDirect obligation of the U.S. government, not FDIC insuranceInterest is federally taxable but generally exempt from state and local income tax

3. Compare dollars, not headlines

For a simple one-year estimate:

Interest dollars = principal x annual yield

Then subtract fees, penalties, and estimated taxes that differ between the choices. For a shorter holding period, multiply by the approximate fraction of a year only as a rough screen; Treasury bill pricing and bank compounding can make the exact result differ.

Worked example

Assume $20,000 can remain untouched for 26 weeks. A savings account yields 4.00% and a 26-week Treasury bill has an investment rate of 4.10%. A rough pre-tax comparison is approximately $400 versus $410 for half a year only if those percentages and conventions are made comparable. The $10 difference is not meaningful if the bill creates access friction or the savings rate changes. The decision starts with the need date, not the ten-dollar spread.

4. Safety checks

  • □ I verified the bank or credit union and the legal institution holding the deposit.
  • □ I totaled deposits in the same ownership category at the same institution.
  • □ I understand the maturity or early-withdrawal rule.
  • □ I kept same-day emergency cash outside any locked product.
  • □ I recorded the rate and date instead of assuming it will remain available.

Primary references

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