Reports on securities: maturity dates, call dates, S&P ratings, coupons, YTM, bond type, freqcy

Garry@
Garry@ Quicken Mac Subscription Member ✭✭✭✭
edited December 13 in Reports

Quicken collects an excellent range of data on securities: maturity dates, call dates, S&P ratings, coupons, YTM, bond type and interest frequency. Yet, none of that data is used. It is not available in any reports. It is not available in register columns.

Please add new reports to use that data. Especially, please provide a report on maturity dates. I have had to use fictional transactions in a fictional account to enable a maturity dates report. That fudge causes a lot of grief in that I have to manually exclude it from reports etc.

This has been requested by a number of users for over 5 years. Please give it a priority.

Thanks.

Quicken 7.3.2 in macOS 14.1.1, on Mac Studio Max 24c. Quicken for Mac user since 1997.

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