Bond/CD Maturity

Henry112
Henry112 Member ✭✭✭
in Ideas for Windows Classic

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"

1
Up
1 votes

New · Last Updated

Comments

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

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

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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

    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.

Categories