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Bond income by state

[Using Qkn 2011 R7 on Vista Ultimate Svce pack 2]

Have many small-amount municipal bonds from different states and wonder if there is a method of reporting - within Quicken - where securities are marked somehow so subtotals can, in efect, reflect income by state.

I recognize alternate methods of pencil and paper, and tracking in a spreadsheet. ACK!

Tried changing Security Type "Bond" by creating new type "Bond XX" where XX=state. Problems:

  1. Limited number of security types and can't make room by deleting Qkn-supplied types (not allowed)
  2. Info on bond - example, Municipal, Maturity date, Call date - disappears.

Any suggestions? ... other than selling them all...

Reply to
Al
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"Al" wrote

One possibility: Investing Goals. You can create your own (but I don't know how many). And if you're already using them for something more like their intended purpose, that may rule them out for this problem. If you're not already using goals, you can also change the names of the default Quicken goals.

See the "Other Info" button when you "Edit" an existing security in the Security List.

You could have one "goal" for each state where you hold a muni bond. The Investment Transactions report can subtotal by Investing Goal, and you should be able to select just your municipal bond transactions for that report.

Reply to
John Pollard

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