How to sort investments by maturity?

wag1

Where must investment maturity date be included to allow sorting by investment maturity dates

Jim_Harman

In Quicken, maturity dates apply only to Bonds and CDs. From the Security Detail view for your security, click on Edit Security Details and if the Type is Bond, CD, or US Savings Bond, you can enter a maturity date.

Then in Reports > Investing > Maturity Dates for Bonds and CDs, you can sort the report by maturity date by clicking on the Maturity Date column heading.

Jim_Harman

In Quicken, maturity dates apply only to Bonds and CDs. From the Security Detail view for your security, click on Edit Security Details and if the Type is Bond, CD, or US Savings Bond, you can enter a maturity date.

Then in Reports > Investing > Maturity Dates for Bonds and CDs, you can sort the report by maturity date by clicking on the Maturity Date column heading.