Call Dates for CDs and bonds

DStar
DStar Quicken Windows Subscription Member
edited September 9 in Investments

Allow call dates for bonds and CDs to be added a column on the Investing page or allow the call date to be a column on Investing reports. It would help with planning and reporting on my portfolio.

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  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Just to clarify, a column of Maturity Dates can be added to any Portfolio View (Ctrl-u), but the earlier Call Dates cannot be similarly presented. That Column would be a good addition. Type = CD securities, as I see it, only carry a Maturity Date as a security detail; Type = Bond securities carry both a Call Date and a Maturity Date detail. Other security type carry neither detail.

  • dickm2275
    dickm2275 Quicken Windows Subscription Member ✭✭

    Adding in the field to the investment display of Call Date would be extremely important. also adding in that field to the Maturity bond and cd report would be great for us bond investors. . The field is already there just need to add it as an option to display or not in the investment portfoilo view and the maturity bond cd report

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