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How to create bond interest payment reminder that is auto deleted upon called?

mikek753b

hello all,

I have a few Callable GSA Bonds, those pays twice a year interest.

Each has own pay date and coupon rate.

Each can be called or matured.

How to setup appropriate Interest Pay reminder, but such reminder to be deleted upon the Security is gone from the Holdings?
Such security was called, or matured, or sold, so Interest Pay reminder must be auto deleted.

The manual reminder delete doesn't work for me, I already missed to delete a few called Bonds, so my forecast balance went very wrong.

How to address this issue?

How do you forecast and track this Fixed Income?
tnx

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Investments

Bill Reminders

Bills & Income

Comments

NotACPA

Setting Income Reminders is covered in Q Help.

And, there's no such thing, in Q, as an "automatic delete upon some event".

You might post an "IDEA" to this effect, and see if it gathers enough support from other users (about 50 votes) to attract the attention of the Devs.

bmciance

You can have the reminder end on the maturity date of the bond but if it is sold or called you have to delete it manually.

mikek753b

I'd like to avoid manual reminder delete for called Bond Security.
This isn't easy or practical.
A Bond can be called at any date, while related reminder in 5 months.
There is no Reminder search by a Security, isn't it?

I got 6-10 called bonds in the last year, I don't know how many I'll get in a future.

I don't see any validation for a Reminder for none existing Holding, so there is no consistency check for Investments in the Bills and Income.
I need something in the Quicken to act upon all shares in a security gone.

BTW - a Bond can be partially called as well, so remaining Interest must be proportionally reduced.

I got such partially called Bond 3 times the last year.