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About tracking bonds and CDs
About tracking bonds and CDs
- John Hewitt
Owned by John Hewitt
When you buy a bond, you lend money to a government agency or to a corporation. You typically receive interest payments during the life of the bond, and when the bond comes due the principal (your original purchase amount) is repaid.
To track bonds in Quicken you need to set up (record the original purchase of) the bond, and then record ongoing interest payments, tax implications, and return of principal (either when the bond matures or if you sell it prior to maturity).
It's possible to download most bonds-related transactions from your broker, but depending on the way your financial institution provides the information for download certain discrepancies can result. Quicken provides a topic to assist you in resolving these discrepancies.
For more information
- How do I buy a bond? (U.S. Savings bond or EE)
- Record interest on a bond other than a U.S. Savings bond, municipal, or zero coupon bond
- How do I record bond interest (U.S. Savings)
- How do I record interest and increased value for a zero-coupon bond?
- Record interest on a municipal bond
- How do I sell a bond before it matures?
- How do I sell or redeem a U.S. Savings bond?
- How do I sell a Treasury bill?
- How do I record the retirement of a Ginnie Mae bond?
- Track the tax implications of a bond sale or maturation
- How do I resolve issues with downloaded bonds-related transactions?
- How do I record interest for a certificate of deposit (CD)?