This CD maturity report is incomplete

DRMick
DRMick Member ✭✭✭
in Reports (Windows)

These 5 CDs were purchased on the same date. All were configured in the EDIT SECURITY box. The report shows purchase dates for some, but NA for others, Why?

Quicken CD report.jpg

Answers

  • DRMick
    DRMick Member ✭✭✭

    This report is found at Reports/Investing/Maturity dates for Bonds and CDs

    Windows 10, Q Premier R 48.9

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭

    If you go to the investing account's Transaction List (register) are there valid purchase dates for the problem CDs?

    If you go to Tools > Security List and click on the problem securities to open their Security Detail view, do you see the purchase date there?

    QWin Premier subscription
  • DRMick
    DRMick Member ✭✭✭
    edited March 19
    https://community.quicken.com/discussion/comment/20348646#Comment_20348646

    Yes: on all 5 CDs. The purchase date appears in the Transaction History box of the Security Detail view.

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