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?