- #Savings bond wizard windows 10 serial number#
- #Savings bond wizard windows 10 update#
- #Savings bond wizard windows 10 full#
- #Savings bond wizard windows 10 plus#
#Savings bond wizard windows 10 full#
If you enter a $10,000 denomination for an EE Bond, the Calculator converts that to a $5,000 issue price because the denomination equals the EE Bond's full value in 20 years. The same is true for EE Bonds, but it's a little more tricky. So you have to enter $5,000 twice to reflect a $10,000 purchase. For some reason, the Treasury still believes I Bond purchases are limited to $5,000 a year, and will only let you enter $5,000 at a time. That would not work in the old Wizard and it won't work in the Calculator, either. In this example, I captured myself trying to enter a $10,000 I Bond into the Calculator. From the main page of the Savings Bond Calculator: It pays to do this carefully and double check your work. This process works exactly like it did in the Savings Bond Wizard, a bit clunky. Note that the data have now updated to June 2018 and the balance total has increased from $183,816 in May to $184,302 in June. Here is the process for what happens next: htm file you saved and double-click on it. Moving data into the Savings Bond Calculatorįind the. Make sure to save this file to a place you can find it later, such as your computer desktop or your main investment folder. With the Savings Bond Wizard still open, click on File > Export and save your current data as an *.htm file. Exporting data out of the Savings Bond Wizard The Wizard places an NE notation for Savings Bonds that haven't yet been held for 1 year and therefore can't be redeemed and a P5 notation for I Bonds not yet held for five years and subject to a three-month interest penalty if redeemed.Īt this point, you should make sure your bond listing is up to date, because you are about to stop using the Wizard, forever. Finding a specific I Bond can be difficult, but this tool gives you the issue date, and that's how TreasuryDirect lists your holdings.
![savings bond wizard windows 10 savings bond wizard windows 10](https://investorjunkie.com/wp-content/uploads/2021/01/shutterstock_1866626884-390x220.jpg)
![savings bond wizard windows 10 savings bond wizard windows 10](https://budget-express.com/wp-content/uploads/2018/01/Wizard-accounts.png)
The fixed-rate information is crucial when you go to redeem an I Bond at TreasuryDirect.
#Savings bond wizard windows 10 plus#
Ownership information (Jack or Jill, since couples often have two accounts), plus the fixed rate for each I Bond.
#Savings bond wizard windows 10 serial number#
In the Serial Number column, I placed notes showing information about the Savings Bond. But you can also see the interest accrued, current value, current interest rate, cumulative historic yield and the final maturity date. Important data include the bond type, original investment, issue date, etc. This file is updated through May 2018, but now is closed from getting data from June. Here is a sample file I created with the Savings Bond Wizard, showing how the data are presented. So I'm going to offer a step-by-step guide to transitioning from the Wizard to the Calculator. It's a fairly simple transaction, but steps along the way can be confusing. The good news is that all the data you entered into the Wizard can be exported into the new Calculator. The new tool - the Savings Bond Calculator - is browser-based and duplicates most of the Wizard's functions.
#Savings bond wizard windows 10 update#
Users with the Savings Bond Wizard already installed can still open and view their inventory, but won't be able to update data beyond May 2018. But it worked (pretty reliably), offering the ability to download updated data for all Savings Bonds. The Wizard - a free downloadable program offered by the Treasury - dates all the way back to the Windows 95 era, and it never really changed that 'early PC' look and feel. Treasury discontinued the Wizard and replaced it with a Savings Bond Calculator, a tool that's a little less user friendly. Savings Bonds - EE and I Bonds - the Savings Bond Wizard was an excellent tool for keeping an accurate inventory and tracking past and current values.