Setup account for Bonds
Robin Chattopadhyay
robinraymn at gmail.com
Thu Nov 3 20:57:53 EDT 2011
Each bond has to have its own 'commodity' (Tools --> Security Editor -->
Add) . Set up a single security for each combination of maturity and coupon
rate. Once you have the bond themselves set up, you will be able to select
them from the Security/Currency field.
Each bond would also has to have its own asset account.
For example, I have the following account tree for some Series EE savings
bonds.
ASSETS
--> Investments
--> --> EE Savings Bonds
--> --> --> Series 2003-01
--> --> --> Series 2004-05
--> --> --> Series 2007-01
--> --> Brokerage Account
--> --> --> Target (TGT)
--> --> --> Disney (DIS)
--> --> --> etc. etc.
On Thu, Nov 3, 2011 at 6:05 PM, Joe Allen <joeallenpa at gmail.com> wrote:
> Could someone please give me an example on how to setup an account to track
> bonds. I understand from the concept guide that the account type is Stock,
> but what should I select for the Security/Currency field? None of the types
> in the drop down box are applicable.
>
> Thank you in advance
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