How do I add Savings Bonds to Investments

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Subject Author Date How do I add Savings Bonds to Investments Pigments 12-14-2007  Re: How do I add Savings Bonds to Investments Andrew 12-15-2007  Re: How do I add Savings Bonds to Investments Pigments 12-15-2007  Re: How do I add Savings Bonds to Investments Rick Blaine 12-15-2007  Re: How do I add Savings Bonds to Investments Porter Smith 12-15-2007  Re: How do I add Savings Bonds to Investments Dan Wenz 12-17-2007
Posted by Pigments on December 14, 2007, 3:08 pm Please log in for more thread options 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 Posted by Andrew on December 15, 2007, 11:07 am Please log in for more thread options Pigments wrote: > 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 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. -- ------------------------------------------------------------- Regards - - Andrew Posted by Pigments on December 15, 2007, 2:00 pm Please log in for more thread options Andrew Thanks for the input. Not good news, but still an answer. Happy Holidays all. Robert > Pigments wrote: >> 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 > > 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. > > -- > ------------------------------------------------------------- > Regards - > > - Andrew > Posted by Rick Blaine on December 15, 2007, 5:02 pm Please log in for more thread options >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 Posted by Porter Smith on December 15, 2007, 6:31 pm Please log in for more thread options > 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 > > > 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. http://www.treasurydirect.gov/indiv/tools/tools_savingsbondwizard.htm Twice a year when SBW reports interest, I enter an Interest Income transaction in Quicken. And I agree. Quicken should be able to do this. Similar Threads Posted HH Savings Bonds & 1040 Line 8b exempt February 18, 2008, 3:17 pm Attn R.C. White (and others) - accounting for interest in US Savings Bonds? December 26, 2007, 8:55 pm Bonds March 24, 2007, 11:47 am Class bonds that become Class B bonds July 26, 2006, 11:05 pm Understanding Bonds December 22, 2006, 5:44 am Importing Prices into EE Bonds July 7, 2006, 6:01 pm CD or Bonds in Quicken Premiere January 5, 2008, 6:10 pm Bonds perf - not quite right in Quicken June 24, 2009, 9:14 pm bonds - graphing yields vs price October 29, 2006, 10:10 am Quicken Ability to Deal with Options and Bonds July 5, 2009, 2:14 am