Bond report with coupon rate

Headmuck
Headmuck Quicken Windows Subscription Member
edited October 12 in Reports (Windows)

I can create a report for bonds, but I can't find a way to include the coupon field in that report. Is there a way?

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    I just now added a bond to my security list (I don't normally invest directly in bonds). But, I didn't see any way to input the coupon field … so I expect that what you're asking isn't possible.

    How have you recorded that in Q? In what field?

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Rocket J Squirrel
    Rocket J Squirrel Quicken Windows Subscription SuperUser ✭✭✭✭✭

    You could append the coupon rate to the name of the bond in Quicken.

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

  • Headmuck
    Headmuck Quicken Windows Subscription Member

    You enter the coupon in "other info" in the pop up when you click on the bond in your holdings.

    Sure, manually entering the coupon in the name is one way. Most of the bonds actually already have that. Problem is I'd like it as a separate column in a report so I can use it as a number.

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