Tell me about tracking bonds and CDs

Quicken for Windows 2015
Quicken for Windows 2016
Quicken for Windows 2017

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 U.S. Savings bond
               Record interest and increased value for a zero-coupon bond
               Record interest on a municipal bond
               Sell or redeem a U.S. Savings bond
               Issues with downloaded bonds-related transactions
               Record interest for a certificate of deposit (CD)