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SEE Finance

pws442 reviewed on 21 Aug 2011

I just did this, and it didn't seem to have posted. I will try again:

Used Quicken on PC for 20 years, tried MoneyDance, iBank, and Quicken for Mac (ugh). This looks pretty good with some questions about Bonds:

1- bought 2000 units at $1 of a CD. Monthly reinvestments of X units at $1 were entered in QW. All came over with the units and price reversed. Looked at the QIF file. It is correct. I can fix, but why?

2- how do I enter current Savings Bonds prices. I do this manually in QW, but this does not seem to be supported.

3- Corporate Bond prices do not seem to be editable either. I have to manually enter in QW, and they are in the QIF file.

Please help (the initial post was longer, but I did not save before submitting. Perhaps there is a lag. I am a newbie in this forum.)

[Version 0.9.13.2]

1 Reply

pws442 replied on 24 Aug 2011

Thank you, but I still cannot see what the value is on any date. I have a Savings bond for $5K purchased in April 09. I wish to tell SEE Finance what its value was the end of 09, 2010, and end of last month, etc. I do that via the process you have for editing traditional securities. the portfolio will reflect the last entered market value for these bonds/cds. But, no historical data is retained. The QIF file had dozens of prices for bonds, yet only the current is accessible.

It seems that you should open up historical prices for any security.

I realize that I like a significant portion of this product (banking, reconciliation transaction entry, etc.), it presents itself well, it is still only a .0 version, but I will continue to run Quicken 2011 with Windows 7 via VirtualBox until better tracking and reporting become a part of SF.

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