Can Quicken Mac produce a report on CD maturity dates ?

[email protected]

Quicken for Mac stores the maturity dates on all CDs (and bonds). Is it possible to get a report which lists the maturity dates ?

John_in_NC

I do not know of a report that can list this in the present version of Quicken for Mac (2020).

[email protected]

Thanks. At least the data is in there so, maybe one day a report will be possible.

Cheers.

John_in_NC

This actually is a good question and something I am surprised hasn't come up more. 

It has been many years since I held a CD or individual bonds, so it wasn't something I ever thought about. But for a lot of people, it would definitely be important.

[email protected]

Q2020 does store useful data on CDs and bonds – much better than Q2007. I'm surprised that there are no reports to utilise more of that data.

I was a beta tester for Q2015 – I decided not to buy. 5 years later Q2020 is much better but still lacks features requested back then especially in reports.

UKR

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Rocket J Squirrel

Quicken for Windows introduced the Bond/CD Maturity Date report several years ago, and I find it extremely useful for monitoring my Bond/CD ladder. I'll give a vote to the Mac version.

Ps56k2

Rocket J Squirrel said:

Quicken for Windows introduced the Bond/CD Maturity Date report several years ago,

BUT - as far as I can tell, the report only looks at the "investment" accounts, and if you hae some normal "bank CDs" - there isn't a way to get them included in that report.

Rocket J Squirrel

ps56k said:

BUT - as far as I can tell, the report only looks at the "investment" accounts, and if you hae some normal "bank CDs" - there isn't a way to get them included in that report.

That is true, because QWin treats brokered CDs as securities. It works for me because I have only brokered CDs, no bank CDs.

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jacobs

This is a worthwhile idea. At the least, it's an idea which drives towards feature parity with Quicken Windows, a stated goal for Quicken. It seems silly that Quicken Mac asks for a CD maturity date, but the user can't get a list of CDs showing and sorted by maturity date.