A method for managing a tax refund account by a taxpayer, comprising obtaining a tax refund account comprising financial information associated with the taxpayer, wherein the financial information comprises tax information, calculating a current refund balance representing a value of the tax refund account for the taxpayer contemporaneously with displaying the current refund balance, wherein the value of the tax refund account is based on the tax information of the taxpayer, displaying a list of contributions, wherein the list of contributions comprises a plurality of activities and a value associated with each of the plurality of activities, adjusting the current refund balance based on at least the list of contributions to obtain an estimated refund amount, and displaying the estimated refund amount comprising an estimated value of a tax refund.