Please add a report on maturity dates for CDs and bonds

Garry@
[email protected] Member, Mac Beta Beta
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 6.7.1 in macOS 10.12.4, on Mac Studio Max 24c. Quicken for Mac user since 1997.

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  • dickm2275
    dickm2275 Member
    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
    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