Bond List by Maturity in Portfolio View?

Question

My brokerage statement has bonds listed in order of maturity. Is there a way to list Bonds by Maturity in the Portfolio view of the Account? I notice that the security setup for the bond has a place for maturity, but Quicken doesn't seem to do anything with it.

Also, in the portfolio view under Name, Quicken gives categories such as Bond, ETF, Stock, and Other. Can you just also add CASH or Money Fund (or both) as a choice? Thanks, in advance.

MontanaKarl · Answer

@Scalpel1  wrote:

I guess what I was also looking for was a portfolio view that would list like Bond, Mutual Fund, Stock, ETF and Money Market. The MM is a mutual fund so it gets listed under mutual fund. I will live with it.

You can do that now… and print or export as CSV.  In the Portfolio tab, for Performance, Value or whatever, in the second drop-down, select "By Type" and you will get holdings grouped.   You can change the Type of your MM to be whatever you want (e.g., "other") if you don't want to see it under mutual funds.

Scalpel1 · Answer

Thanks for the help. I left a note in the suggestion thread.Quicken really needs to pay more attention to the Bond Investors though.

Also,  I guess what I was also looking for was a portfolio view that would list like Bond, Mutual Fund, Stock, ETF and Money Market. The MM is a mutual fund so it gets listed under mutual fund. I will live with it.

MontanaKarl · Answer

Hi.  In future, please try to ask one question per post with a subject related to the single topic. :-)

The answer to your first question and subject of this post is "no", unfortunately.  I think this would be a great post to add to the Ideas area of the Community.  In my own case, by some quirk of fate, my bonds' maturity dates match their alphabetical order! 😂

Your second question isn't clear to me as there is no category under the Name in Portfolio view for me.  Perhaps start a fresh question about this with a screenshot of what you are seeing?  Rather than Category, I think you are meaning security "Type" and indeed that can be set/changed for every holding.  Then there are also "Asset Classes" which include cash and money market.

and within types, you can be more specific, for example types of bonds: