Maturity Dates Report - Why does a Treasury appear twice?

ChicagoGuy
Member ✭✭✭
When I run a Maturity Dates Report for Bonds and CDs, one of my US Treasuries appears twice.


- First entry is correct reflecting the purchase but
- The second is wrong - showing zero shares and zero balance.


Tagged:
0
Answers
-
My opinion is that the Maturity Report is very old and not very completely thought out.
I speculate that your second line is because your second transaction appears to be a MiscInc transaction to a specialized category you created. That may have thrown the report off-balance so it listed something. A quick test in my file seems to confirm that. Recording the interest as an Interest action does not yield that second line in the maturity report.1 -
Guess I did know about your problem earlier:
https://community.quicken.com/discussion/7883872/excess-entries-in-maturity-dates-for-bonds-and-cds-report-in-taxable-account
I'll campaign for a vote from you for this idea as well:
https://community.quicken.com/discussion/7673644/bond-maturity-report-needs-improvement-edited1 -
q_lurker said:Guess I did know about your problem earlier:
https://community.quicken.com/discussion/7883872/excess-entries-in-maturity-dates-for-bonds-and-cds-report-in-taxable-account
I'll campaign for a vote from you for this idea as well:
https://community.quicken.com/discussion/7673644/bond-maturity-report-needs-improvement-edited
Thanks for all the very useful info!!
0
This discussion has been closed.
Categories
- All Categories
- 6 Product Ideas
- 27 Announcements
- 187 Alerts, Online Banking & Known Product Issues
- 17 Product Alerts
- 726 Welcome to the Community!
- 601 Before you Buy
- 1.2K Product Ideas
- 49.6K Quicken Classic for Windows
- 15.3K Quicken Classic for Mac
- 982 Quicken Mobile
- 772 Quicken on the Web
- 72 Quicken LifeHub