Tell me about tracking bonds and CDs

When you buy a bond, you lend money to a government agency or to a corporation. You typically receive interest payments during the life of the bond, and when the bond comes due the principal (your original purchase amount) is repaid.

To track bonds in Quicken you need to set up (record the original purchase of) the bond, and then record ongoing interest payments, tax implications, and return of principal (either when the bond matures or if you sell it prior to maturity).

It's possible to download most bonds-related transactions from your broker, but depending on the way your financial institution provides the information for download certain discrepancies can result. Quicken provides a topic to assist you in resolving these discrepancies.

               Buy a bond

               Buy a U.S. Savings bond

               Record interest on a bond other than a U.S. Savings bond, municipal, or zero coupon bond

               Record interest on a U.S. Savings bond

               Record interest and increased value for a zero-coupon bond

               Record interest on a municipal bond

               Sell a bond before it matures

               Sell or redeem a U.S. Savings bond

               Sell a Treasury bill

               Record the retirement of a Ginnie Mae bond

               Track the tax implications of a bond sale or maturation

               Issues with downloaded bonds-related transactions

               Record interest for a certificate of deposit (CD)

               What if something goes wrong?

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.