Whenever we buy a new CD, I simply create a new security - e.g., PF5Y01/04 stands for the Pentagon Federal 5 Year CD that we initiated in January of 2004 - and track it by ‘purchasing’ the appropriate dollar amount at $1.00/share (e.g., a $5000 CD would be recorded as 5000 shares $1/each).Īs the interest rolls in, I just treat it as a dividend reinvestment (transaction type RD). My solution has been to create a dummy ‘portfolio’ account to track all of our CDs, regardless of source.
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