Savings Bond Wizard

Savings Bond Wizard

Download Editors' Rating:
4.5
Outstanding
Average User Rating:
4.1
out of 23 votes

Quick Specs

  • Version:
    4.15.3
  • Total Downloads:
    18,083
  • Date Added:
    November 02, 2010
  • File Size:
    1.53MB
  • Downloads Last Week:
    117
  • Operating Systems:
    Windows 95/98/NT/2000/XP

Editors' Review

+

Savings Bond Wizard gives users a tool to help them manage their savings bonds. Using a very simple format, this is a great tool that will save time and headaches by doing all the complicated calculations for you.

This program isn't much to look at, but gets its job done. Its basic black and white screen takes a little clicking around and possibly a trip to the Help file to fully understand management and entry of data. Fortunately, the program is organized in a way that users should only need the information on their physical savings bond to fully utilize this program. Data was smoothly added to this program and presented itself very easily. We were able to look at how much money a particular bond has earned, rate, yield, and maturity date. The part we particularly found useful is that all statistics are calculated automatically, leaving little room for error.

The program is light on special features. Users can run a variety of reports and sort their bonds in several different fashions, which could be useful for those with an overwhelming number. One aspect we would have liked to see is a reminder system when a bond matures, but that simply would have been icing on a cake that already performs its job at a high level. With a very basic layout and good performance, we recommend Savings Bond Wizard for anyone curious about their investments.

 
read more +

Publisher's Description

+
 
read more +
User Reviews
+

Results 1-10 of 14

  • 4 stars

    "simple and useful"

    March 08, 2014   |   By chehalis94

    Version: Savings Bond Wizard 4.15.3

    Pros

    Provides a good way to store serial numbers and face value of your bonds - Treasury will replace them if lost, but it is much quicker if you have the serial numbers of your inventory. Store a backup data file in the cloud. I like to update the total of my EE's each month (staggered dates). It is handy to know the total amount available if cashed - and the taxable amount (accumulated interest.) Just enter date whenever a bond is cashed, to update the total remaining.

    Cons

    The updates are manual - you have to open the application and answer Yes to the update when offered. If you don't run it, totals are not updated. Inputs for purchases and redemptions are all manual. Sadly, I could not download a working version for Windows 8 - it appears that their most recent upgrade covers Windows 7. When I tried to install the download in 8.1, it froze (had to use Task Manager to kill the install-shield wizard.)

    Summary

    Enjoyed using it in XP but the new Windows 8.1 computer won't install Savings Bond Wizard downloaded from the Treasury site (Ver. 4.15.3). The Treasury Dept tends to drag a little on upgraded versions for new tech. They will get it someday - better to have a tested version that works correctly.

    Updated on Mar 8, 2014

    It also flags bonds which are eligible for tax-exempt interest if cashed for educational expenses (depends on purchase dates.)

    Reply to this review

    Was this review helpful? (0) (0)

  • 5 stars

    "Excellent program that easily does its intended job."

    November 10, 2011   |   By P/J

    Version: Savings Bond Wizard 4.15.3

    Pros

    Provides updates on current value and keeps track of interest rates and maturity dates (when the bonds will no longer earn interest).

    Cons

    No cons from my perspective.

    Reply to this review

    Was this review helpful? (0) (0)

  • 5 stars

    "Very Easy to use"

    April 08, 2011   |   By korinn79

    Version: Savings Bond Wizard 4.15.3

    Pros

    easy to use

    Cons

    none that I found

    Reply to this review

    Was this review helpful? (0) (0)

  • 5 stars

    "If you have savings bonds maturing you need this"

    January 28, 2011   |   By patriotdan

    Version: Savings Bond Wizard 4.15.3

    Pros

    Works without hitch. My bank uses same software when I cash in a bond.

    Cons

    no problems

    Summary

    excellent software even if it does come from the government

    Reply to this review

    Was this review helpful? (0) (0)

  • 5 stars

    "Good product"

    January 10, 2011   |   By fredlfr

    Version: Savings Bond Wizard 4.15.3

    Pros

    Does what I need to do with it

    Cons

    No dissatisfaction

    Reply to this review

    Was this review helpful? (0) (0)

  • 4 stars

    "SIMPLE,EASY & FAST"

    January 03, 2011   |   By susie jones

    Version: Savings Bond Wizard 4.15.3

    Pros

    QUICK WITH COMPLETE INFO

    Cons

    NOTHING TO DISLIKE

    Summary

    USED FOR YEARS WITHOUT PROBLEMS

    Reply to this review

    Was this review helpful? (0) (0)

  • 3 stars

    "Finds deadlines and progress on US Saving bonds."

    December 30, 2010   |   By davidbmerrell

    Version: Savings Bond Wizard 4.15.3

    Pros

    Allows me to check periodically on the US savings bonds we have purchased.

    Cons

    I did not find an easy way to build my bond portfolio.

    Reply to this review

    Was this review helpful? (0) (0)

  • 4 stars

    "A very good program to keep track of your savings bonds"

    December 23, 2010   |   By Spike2

    Version: Savings Bond Wizard 4.15.3

    Pros

    Once you put your bonds in to the program it automatically updates the interest monthly. If there is more then one person in the family that has savings bonds a different file can be set up for both and when opened updates each file seperately.

    Cons

    There isn't much to dislike. If there is I haven't found it yet. I've been using it for years.

    Reply to this review

    Was this review helpful? (0) (0)

  • 5 stars

    "Easy and informative"

    December 19, 2010   |   By cariff

    Version: Savings Bond Wizard 4.15.3

    Pros

    It keeps records up to date by the month for values, rates and maturity.

    Cons

    I have no cons to relate.

    Reply to this review

    Was this review helpful? (0) (0)

  • 4 stars

    "Good product."

    December 19, 2010   |   By 1gerald1

    Version: Savings Bond Wizard 4.15.3

    Pros

    Keeps up with bond appreciation quicky and easily.

    Cons

    No real cons.

    Reply to this review

    Was this review helpful? (0) (0)

  • Results 1-10 of 14

    Add Your Review

    Login or create an account to post a review.

    You are logged in as . Please submit your review for Savings Bond Wizard
    Add Your Review

    The posting of advertisements, profanity, or personal attacks is prohibited.
    Click here to review our site terms of use.

    Update your review

    Since you've already submitted a review for this product, this submission will be added as an update to your original review.
    Submit

    The posting of advertisements, profanity, or personal attacks is prohibited.
    Click here to review our site terms of use.

     
    see all reviews +

    Full Specifications

    +
    General
    Publisher U.S. Department of the Treasury
    Publisher web site http://www.treas.gov/
    Release Date November 02, 2010
    Date Added November 02, 2010
    Version 4.15.3
    Category
    Category Productivity Software
    Subcategory Personal Finance Software
    Operating Systems
    Operating Systems Windows 2000, Windows, Windows NT, Windows XP, Windows 95, Windows 98
    Additional Requirements None
    Download Information
    File Size 1.53MB
    File Name sbwsetup.exe
    Popularity
    Total Downloads 18,083
    Downloads Last Week 117
    Pricing
    License Model Free
    Limitations Not available
    Price Free

    Previous Versions:

     
    read more +

    More Products to Consider

    Close[x]

    Submit a problem report for Savings Bond Wizard

    Please describe the problem you have with this software. This information will be sent to our editors for review.

    Problem:

    The Download.com Installer isn't working as expected

    The download link does not work

    The software has a newer version

    The product contains malicious software

    Other

    Description:

    Please select a feedback type.

    Please enter a description.

    Submit Problem Report

    Close[x]

    Problem Report submitted

    Thank you for submitting a problem report! The Download team is committed to providing you with accurate software information.

    OK