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Bond/CD Maturity

Henry112

Bonds or CD maturities aren't handled well currently. When downloading data from brokerage accounts they show up as 'withdraw' and then you get a mis-match of assets in Quicken vs the brokerage account.

Suggest create a Bond Maturity option to the 'enter transaction' box. as right now you have to enter it as a "Bond Sold"

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Comments

NotACPA

If the brokerage is downloading a "Withdraw", how will your proposed "Bond Maturity" match that any better than the current "Bond Sold" action?

q_lurker

The problem I see described in the opening post is the download of a 'Withdraw' for a bond maturity situation. Been a long time since I had a bond mature and transaction downloaded, but I've got to believe Bond Sold (or Shares sold) is the right action. As I see it, a bond maturing (or being called) is simply a special form of a sale.