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Subject Author Date
How do I add Savings Bonds to Investments Pigments 12-14-2007
Posted by Pigments on December 14, 2007, 3:08 pm
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 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
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 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
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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
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>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
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> 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.

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