Can Quicken Mac produce a report on CD maturity dates ?

Garry@
[email protected] Member ✭✭✭
edited May 12 in Reports (Mac)
Quicken for Mac stores the maturity dates on all CDs (and bonds). Is it possible to get a report which lists the maturity dates ?
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  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    edited December 2019
    I do not know of a report that can list this in the present version of Quicken for Mac (2020).
  • Thanks. At least the data is in there so, maybe one day a report will be possible.

    Cheers.
  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    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.
  • 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
    UKR SuperUser ✭✭✭✭✭

    Vote on Ideas!

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  • Rocket J Squirrel
    Rocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    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.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
    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.
    Quicken Subscription - Windows 10
  • Rocket J Squirrel
    Rocket J Squirrel SuperUser, Windows Beta ✭✭✭✭✭
    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.
    Quicken user since version 2 for DOS, now using QWin Premier Subscription on Win10 Pro.
  • Quicken Anja
    Quicken Anja Moderator mod

    Hello All,

    This idea seems to have fallen stagnant and due to the age of the request and lack of user votes/comments, will be archived within the next 7 business days.

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  • jacobs
    jacobs SuperUser, Mac Beta Beta
    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. 
    Quicken Mac Subscription • Quicken user since 1993
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