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URL:  https://boards.fool.com/this-is-what-i-do-rather-than-keep-track-of-the-19023964.aspx

Subject:  Re: Quicken to download EE / I bonds values / Ra Date:  5/9/2003  12:14 PM
Author:  Foolferlove Number:  7084 of 36693

This is what I do. Rather than keep track of the interest individually in Quicken, I just enter each bond purchase, and then use savings bond wizard to tell me the total interest I would earn if I were to cash in all my bonds. Then I enter this as "interest earned" for the current month, of all bonds in aggregate. This allows me to see the total return for all the bonds in Quicken, and get a feel for my net worth. But I just use SBW to see the breakdowns when I want. This way I only update one value each month.

For example, once the month ends, I delete the $100.29 interest (for all the bonds) from the previous month, and make a new entry for $103.12 for this new month, rather than adding $3 in new interest.


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