Date Added:Nov. 02, 2010
Downloads Last Week:4
Product ranking:#17 in Personal Finance Software
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.
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.)
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
Provides updates on current value and keeps track of interest rates and maturity dates (when the bonds will no longer earn interest).
No cons from my perspective.
easy to use
none that I found
Works without hitch. My bank uses same software when I cash in a bond.
excellent software even if it does come from the government
Does what I need to do with it
QUICK WITH COMPLETE INFO
NOTHING TO DISLIKE
USED FOR YEARS WITHOUT PROBLEMS
Allows me to check periodically on the US savings bonds we have purchased.
I did not find an easy way to build my bond portfolio.
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.
There isn't much to dislike. If there is I haven't found it yet. I've been using it for years.
It keeps records up to date by the month for values, rates and maturity.
I have no cons to relate.
Keeps up with bond appreciation quicky and easily.
No real cons.
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|Publisher||U.S. Department of the Treasury|
|Publisher web site||http://www.treas.gov/|
|Release Date||November 02, 2010|
|Date Added||November 02, 2010|
|Subcategory||Personal Finance Software|
|Operating Systems||Windows 95/98/NT/2000/XP|
|Downloads Last Week||4|