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Online personal CD tracking site?
01-05-2019, 01:58 PM
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#1
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Thinks s/he gets paid by the post
Join Date: Sep 2008
Posts: 1,011
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Online personal CD tracking site?
Is there a site that allows input of personal CD's to be listed/tracked? Dates, Rates, Account numbers etc? Have been using "Personal Capital" for a few years now and its been great. Have read "Quicken" has a CD tracking area, just not sure its worth the annual membership for just that feature. Am not a spreadsheet genius, just looking for a simple way to track my CD's. Thanks!
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"I couldn't wait for success, so I went ahead without it." Ret. 2013 @ 51.
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01-05-2019, 02:00 PM
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#2
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Jun 2003
Location: Florida's First Coast
Posts: 7,723
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"Never Argue With a Fool, Onlookers May Not Be Able To Tell the Difference." - Mark Twain
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01-05-2019, 02:03 PM
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#3
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Thinks s/he gets paid by the post
Join Date: Feb 2014
Posts: 3,087
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I do a spreadsheet. Sort by Maturity date.
Account #- Denom - Maturity Date- Opened Date - Rate - Institution- Months - Years - Status
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01-05-2019, 02:13 PM
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#4
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Thinks s/he gets paid by the post
Join Date: Mar 2012
Posts: 3,931
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I would take the template jim584672 just gave, and use a googledocs spreadsheet. You don't really need to know anything - would take 2 minutes to set up.
Give it a try.
https://docs.google.com/spreadsheets/u/0/
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01-05-2019, 02:22 PM
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#5
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Thinks s/he gets paid by the post
Join Date: Sep 2008
Posts: 1,011
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Did a Google search prior to posting. Looks like personal Capital is it for real time tracking. Interest paid, etc. Just thought there might be something out there like it just for CD's. Thanks... Will setup a spreadsheet and ck it out.
__________________
"I couldn't wait for success, so I went ahead without it." Ret. 2013 @ 51.
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01-05-2019, 02:36 PM
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#6
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Thinks s/he gets paid by the post
Join Date: Jun 2006
Location: Central, Ohio, USA
Posts: 2,635
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I use a Excel SS. I track by CD ID, Value, Purch Date, Maturity Date, Interest Rate (APR & APY), Monthly Interest, 12 Month Interest, Interest to Maturity, and Days Remaining to Maturity. Separate Section for each CU that I use & type of CD Regular, Trad IRA & ROTH. Have been using it for years and I currently track approximately 35 CD's (but have tracked as many as 65).
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Vietnam Veteran, CW4 USA, Retired 1979
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01-05-2019, 02:51 PM
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#7
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Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Aug 2011
Location: West of the Mississippi
Posts: 17,265
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 Quote:
Originally Posted by jim584672
I do a spreadsheet. Sort by Maturity date.
Account #- Denom - Maturity Date- Opened Date - Rate - Institution- Months - Years - Status
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+1
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Comparison is the thief of joy
The worst decisions are usually made in times of anger and impatience.
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