Quicken Mac produce a report on CD maturity dates

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Garry@
Garry@ Member ✭✭✭✭
edited October 2023 in Reports

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

Over 3 years since making this request and nothing from the Quicken Developers. I'm beginning to think they just don't care what users think, need or want.

Quicken 7.3.2 in macOS 14.1.1, on Mac Studio Max 24c. Quicken for Mac user since 1997.

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  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
    edited December 2019
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    I do not know of a report that can list this in the present version of Quicken for Mac (2020).
  • Garry@
    Garry@ Member ✭✭✭✭
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    Thanks. At least the data is in there so, maybe one day a report will be possible.

    Cheers.

    Quicken 7.3.2 in macOS 14.1.1, on Mac Studio Max 24c. Quicken for Mac user since 1997.

  • John_in_NC
    John_in_NC SuperUser, Mac Beta Beta
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    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.
  • Garry@
    Garry@ Member ✭✭✭✭
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    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.

    Quicken 7.3.2 in macOS 14.1.1, on Mac Studio Max 24c. Quicken for Mac user since 1997.

  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Vote on Ideas!

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  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    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 Biz & Personal Subscription (US) on Win10 Pro.

  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
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    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
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    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 Biz & Personal Subscription (US) on Win10 Pro.

  • Quicken Anja
    Quicken Anja Moderator mod
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    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.

    If you would like to see this idea kept alive and considered for possible future implementation in Quicken, be sure to add your vote and a comment explaining how this idea would be beneficial for you.

    More information, including steps to vote and how to submit your own ideas for future product features/improvements, is also available here.

    Thank you,

    Quicken Community Support Team

    -Quicken Anja
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  • jacobs
    jacobs SuperUser, Mac Beta Beta
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    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
  • Garry@
    Garry@ Member ✭✭✭✭
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    I have a number of CDs which have maturity dates and bonds which have maturity dates and call dates.  The "Edit Security" function enables those to be entered. But I can't find a way to get out a list of those maturity dates.

    Please add a new report which provides maturity dates – or at least please add maturity date to the existing "Portfolio" listing for investment accounts.

    Thanks.

    Quicken 7.3.2 in macOS 14.1.1, on Mac Studio Max 24c. Quicken for Mac user since 1997.

  • dickm2275
    dickm2275 Member ✭✭
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    What I did is on the Portfolio view I created or edited custom1 view (customize) and added in the Maturity dates in the report.
    Now i see my bonds with the maturity date and can sort as needed. Note only the maturity date is available not the next call date so I enter the next call date in the maturity date field in the security and add in the real maturity date in the next call date field. backwards but it works
  • dickm2275
    dickm2275 Member ✭✭
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    What I did is on the Portfolio view I created or edited custom1 view (customize) and added in the Maturity dates in the report.
    Now i see my bonds with the maturity date and can sort as needed. Note only the maturity date is available not the next call date so I enter the next call date in the maturity date field in the security and add in the real maturity date in the next call date field. backwards but it works
  • Stephen Fisher
    Stephen Fisher Member ✭✭✭
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    Dickm, are you sure you did that in QMac?  I can't find a "customize" option.  Where do I look for it?
    Thanks
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    Dickm, are you sure you did that in QMac?  I can't find a "customize" option.  Where do I look for it?
    Thanks
    @dickm2275 is a Quicken Windows user, so his answer isn't correct for Quicken Mac.
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    This is my website: http://www.quicknperlwiz.com/
  • scott_weidenfell
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    Ability to track and report and Bond investments: ideally purchase price, coupon rate and Yield to Maturity (YTM). It would be incredible to also update bond prices via the Schwab, eTrade or whatever mechanisms (similar to how option prices are updated).
  • Gary Virshup
    Gary Virshup Mac Beta Beta
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    I for one have a lot of interest in this concept.  It would be especially useful while building bond ladders on multiple accounts.


    RoadBiker

  • Gary Virshup
    Gary Virshup Mac Beta Beta
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    I have a bond ladder and I have to keep a sepaate spreadsheet to keep track of the maturities and when to purchase new bonds. Would be great if that could be done in an investment account. Just sorting my bonds by maturity would be a huge start.

    of course the bond yields, purchase dates, help with deciding between tax free municipals and corporate bonds.

    RoadBiker

  • Gary Virshup
    Gary Virshup Mac Beta Beta
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    and bond maturity date

    RoadBiker

  • jacobs
    jacobs SuperUser, Mac Beta Beta
    edited April 2023
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    @Gary Virshup Your original post was in a Quicken Mac Beta area, but a moderator has moved it here in the public Community section, where more users will see this thread and be able to vote for it.

    (The moderator also merged two other similar requests for bond reporting into this thread in order to keep things organizaed and get a larger number of votes on a single thread going forward. A higher number of votes allows the moderation team to push the idea to the development team for consideration.)

    Quicken Mac Subscription • Quicken user since 1993
  • Fintechguy
    Fintechguy Member
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    With bond yields at all time highs, many investors will have several individual bonds in their portfolio (T-bills, notes, muni bonds, etc). It would be helpful to be able to sort the portfolio page by maturity date, or it would be useful to have a report that lists all bonds by maturity date. This helps the investor to know what bonds will mature next and to be prepared to re-invest the proceeds. Adding bond maturities to the calendar would also be useful.

  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @Fintechguy,

    Thank you for reaching out to the Community with your request.

    Your idea has been merged into this already active Idea thread regarding the same request.

    Thank you!

    -Quicken Anja
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  • Garry@
    Garry@ Member ✭✭✭✭
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    Please push this idea closer to the top of the list. It still makes life a pain to have to manually workaround the lack of a report. Alternatively, at least, add "Maturity date" to the list of columns that can be shown in "Portfolio view" of a brokerage account.

    Quicken 7.3.2 in macOS 14.1.1, on Mac Studio Max 24c. Quicken for Mac user since 1997.