Why do bonds that I have sold still show on the Maturity Report

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steel
steel Member
edited April 30 in Reports (Windows)

I sold several bonds in the last year, but they still show on the Maturity Report.

I see that someone suggested a workaround by changing the date to a past date, but that caused other issues.

Does anyone know why Quicken doesn't exclude items no longer in the portfolio from this report?

Thanks in advance.

Comments

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    Customizing the report to check "Show future maturity dates only" works for me. It's on the Advanced tab of the customization dialog. Does that not work for you?

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

  • Rocket J Squirrel
    Rocket J Squirrel SuperUser ✭✭✭✭✭
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    Another thought… if you sold the bonds before their maturity dates, Q might not be handling that case correctly. You'd need to edit each bond and erase its maturity date. That'll work for sure.

    Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.

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