Certificate of Deposit Maturity

Retired Banker
Retired Banker Quicken Windows Subscription Member ✭✭
in Investing (Windows)

Is there a "Transaction Type" to enter a matured CD in an investment account? Currently, I have to manually enter three separate transactions (see below) whenever a CD matures.

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

    SELL the CD. This accomplishes the removal of shares and the increase in cash balance in one transaction. The IntInc is a separate transaction.

    Quicken user since version 2 for DOS, as of 2025 using QWin Premier (US) on Win10 Pro & Win11 Pro on 2 PCs.

  • Retired Banker
    Retired Banker Quicken Windows Subscription Member ✭✭

    Thanks Rocket!

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