I have a few $5K savings bonds and wanted to add them to the investing section of Quicken08 H&B. When I click to add new account, there is no option for Savings Bonds. Tried help, but did not find it there either. What am I missing, how do I add these? Thanks in advance
Robert - From an old post by someone else (which I also happen to subscribe to):
"I've never found Quicken that helpful. I just do a transfer monthly to an asset account. Then I use the savings bond wizzard program from the govt to keep track and just post an interest transaction quarterly. "
I continue to be at a loss why Quicken after all these years can't handle a CD or a US Savings Bond in some really straight-forward manner via a Wizard like the Paycheck. ie: Actually KNOWS what a bank CD or US Savings Bond is. Probably my #1 gripe.
That was a feature that the old Managing Your Money program did very well 10+ years ago. All you did was enter each bond's CUSIP number and MYM kept the values up to date.
Seems to me that Quicken used to do this, but they pulled the functionality a number of years ago. Have no idea why.
-- "Tell me what I should do, Annie." "Stay. Here. Forever." - Life On Mars
"Pigments" wrote in news:spB8j.214$D44.89@trnddc04:
I created an account called "US Savings Bonds". Then I set up each bond as a separate security ("US Savings Bond" is one of the choices when creating a security). My account register shows that I bought 1 share of "BOND E-
12345" on some date for $75. Then 1 share of BOND E-2222222 bought on some date for $250, etc.
To track the value I use the Savings Bond Wizard, available for free from the US Treasury.
formatting link
Twice a year when SBW reports interest, I enter an Interest Income transaction in Quicken.
BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here.
All logos and trade names are the property of their respective owners.