Series EE Savings Bonds

CaptMikeG
CaptMikeG Quicken Windows 2017 Member
edited May 2022 in New to Quicken/Getting Started (Windows)
Bonds are entered into Quicken at original cost. US Treasury has a bond calculation site. Can Quicken interact with the Treasury site to update the bond's values periodically?

Answers

  • bmciance
    bmciance Quicken Windows Subscription SuperUser ✭✭✭✭✭
    If you are asking if it currently has the ability to connect to update these prices.  The answer is no.  You need to update them manually.  

    Quicken Windows user since 1993.

  • volvogirl
    volvogirl Quicken Windows Other SuperUser ✭✭✭✭✭
    The Treasury used to have a nice bond wizard program (which I miss) but now you have to type in all your bonds into their online site.  But you can save it as a htm file and reload it to get the current prices.  
    https://www.treasurydirect.gov/indiv/tools/tools_savingsbondcalc.htm 

    Then in Quicken I have a Savings Bond account.  When I want to update it I take the new total value from the Treasury site and subtract my account value and enter the difference as Interest.  

    I'm staying on Quicken 2013 Premier for Windows.

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