Calculating Bond Yields

Bioman
Bioman Member ✭✭✭
edited May 2022 in Reports (Windows)
Is there a way for Quicken to calculate bond fund yields? Each month a dividend is distributed based on the number of shares held at the time. The yield or distribution rate would be the dollar distribution divided by the number of shares held at the time. I would like a historical report showing the yield.

Best Answer

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Bond yields are typically calculated as the most recent payment divided by the principal balance of the bonds and there's no standard Quicken report for this calculation.  There is a "Yield on Investment (%)" available within the Portfolio View that's similar to what you're asking about.

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Bond yields are typically calculated as the most recent payment divided by the principal balance of the bonds and there's no standard Quicken report for this calculation.  There is a "Yield on Investment (%)" available within the Portfolio View that's similar to what you're asking about.
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