Saving Bonds Add

volvogirl
volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭
edited May 2021 in Investing (Windows)
Did I do this right?  I have Q2013.   Added 4 $25 savings bonds for father in law.  I added an Investment account and added 4 securities as the bond # for 1 share at $25.  Then updated the price on 10/31/2020 using the value.  Or since it's only interest does it go another way?  


I'm staying on Quicken 2013 Premier for Windows.

Answers

  • miklk
    miklk Quicken Windows Subscription SuperUser, Windows Beta Beta
    I enter them as price paid = shares and then reinvest interest when I update keeping the dollar a share.

    Many ways to do it. 
  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    I entered mine as a bond.


    Interest entered like this:


    Displayed in the Portfolio like this (note these are all fully matured so have no recent interest):


    About the only thing that I think really matters is to know that Savings Bonds are taxed on the amount of interest over the face value.  Past that people just want to know the current value, and as such almost any way your record it is "right".

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