Here’s A Step-By-Step Guide To Using The Treasury’s New Savings Bond Calculator

Summary

  • The Savings Bond Wizard has been a useful tool for Savings Bond investors for more than 15 years. Now it is gone.
  • The Treasury has replaced it with the Savings Bond Calculator, a similar Web-browser-based tool that is a bit less user friendly.
  • I’ve created a step-by-step guide for exporting your bond data from the Wizard to the Calculator.

Read my step-by-step guide at SeekingAlpha.com

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About Tipswatch

Author of Tipswatch.com blog, David Enna is a long-time journalist based in Charlotte, N.C. A past winner of two Society of American Business Editors and Writers awards, he has written on real estate and home finance, and was a founding editor of The Charlotte Observer's website.
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9 Responses to Here’s A Step-By-Step Guide To Using The Treasury’s New Savings Bond Calculator

  1. Ed Liddle says:

    I can’t see a way to sort my Savings Bond Calculator based on date….I missed an entry and now the series of bonds is not in date order. I would export the data and use a spreadsheet to do the sort but can’t find a way to export or save the data in a way a spreadsheet program will be able to use it.

  2. Manolo Laver says:

    I’ve followed the guide and only the first bond shows up; I’ve tried four different browsers, and deleting their histories, with no luck, either with the full list or a partial list of but nine (9).

    • tipswatch says:

      When you open the calculator, are you seeing your total holdings? And below that do you see just one bond? If so, make sure to click on “View All Holdings” directly below that one bond, and the full list should come up.

  3. David Scot says:

    They took a working system and SCREW IT UP – can’t seem to get it to work at all!!!

  4. Norma Tabor says:

    WHY???????? If it isn’t broken, don’t fix it! Have lost my inventories and am not happy! The Wizard was wonderful.

  5. Tony says:

    The new savings bond calculator with instructions is a TOTAL DISASTER. I tried exporting my savings bond file and all I get is a prompt that asks me if I want to overwrite the existing file. Like a DUMMY, I said yes. It deleted the entire savings bond file. Fortunately, I had another copy on my computer as well as a hard copy of all the bonds and their serial numbers, etc.

    • Tipswatch says:

      The Savings Bond Calculator is very user-unfriendly, I agree. The Savings Bond Wizard was much simpler to use. The calculator seems to work differently on different Web browers, and different versions of the same browser. I’d definitely recommend keeping several copies of the files you are updating.

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