 |
07-02-2018, 08:54 AM
|
#1
|
|
Gone but not forgotten
Join Date: Jul 2012
Location: Peru
Posts: 6,335
|
Treasury Direct
I'd really like to hear from anyone who uses Treasury Direct to track their federal accounts. After using the Treasury "Savings Bond Wizard" for many many years, its' discontinuance means going to the new "Savings Bond Calculator.
I found the website to be beyond my comprehension, and despite three hours of trying to use the new system, found myself at square one... unable to even sign on. Three times during the attempt, was stopped by the statement
"Unable to access website... Servicing update."
Here is the Treasury Direct Website.
https://treasurydirect.gov/tdhome.htm
... and here is the seeking alpha review of the new savings bond website, and the "simplified" short cut to help a newcomer to open a new account, and to sign on.
https://seekingalpha.com/article/417...ond-calculator
I am just looking to see if anyone here on ER has moved from using the Savings Bond Wizard, to using the new Savings Bond Calculator. Share your experience?
|
|
|
 |
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!
Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!
You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!
|
|
07-02-2018, 09:08 AM
|
#2
|
|
Thinks s/he gets paid by the post
Join Date: Mar 2009
Posts: 2,985
|
I tried to logon yesterday with no success. Today the same result with the message the system is down for scheduled maintenance. No idea what's going on.
Since all my holdings are now electronic through TD I don't have any need for the wizard or calculator.
__________________
Took SS at 62 and hope I live long enough to regret the decision.
|
|
|
|
|
07-02-2018, 11:04 AM
|
#3
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2005
Posts: 17,241
|
I have used the calculator and to me it is real easy...
I followed the instructions to export the bonds from the wizard to a HTML file... click on that file and it opens up a window in your internet that shows your totals.. at the top it says 'Go To Savings Bond Calculator'... click on that and you have your totals...
Under your totals they show one bond, but another click and you can view all your holdings....
I have not tried to save mine in their web site... I do not need to do so...
|
|
|
|
|
07-02-2018, 11:07 AM
|
#4
|
|
Moderator
Join Date: Feb 2010
Location: Flyover country
Posts: 25,356
|
I use the site regularly, but haven't lately. Maybe it's just undergoing routine maintenance.
__________________
I thought growing old would take longer.
|
|
|
|
|
07-02-2018, 12:45 PM
|
#5
|
|
Thinks s/he gets paid by the post
Join Date: Oct 2008
Posts: 1,608
|
I am going to miss the SBW!
Just tried to load my .htm file and the calculator does not work properly. The total includes bonds that were already cashed in and labeled as so on the SBW. Not a huge deal, but just another annoyance.
|
|
|
|
|
07-02-2018, 01:23 PM
|
#6
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: May 2005
Posts: 17,241
|
 Quote:
Originally Posted by powerplay
I am going to miss the SBW!
Just tried to load my .htm file and the calculator does not work properly. The total includes bonds that were already cashed in and labeled as so on the SBW. Not a huge deal, but just another annoyance.
|
Yes, I noticed that also... so I went in the program and deleted all cashed in bonds and only converted the file with active bonds... works just fine...
No need to keep track of those that have previously been cashed...
|
|
|
|
|
07-02-2018, 05:42 PM
|
#7
|
|
Thinks s/he gets paid by the post
Join Date: Jul 2009
Posts: 1,934
|
The Treasury Direct website represents the efforts of hundreds of people who have infinite job security.
__________________
And if I claim to be a wise man, it surely means that I don't know.
|
|
|
|
|
07-02-2018, 09:32 PM
|
#8
|
|
Recycles dryer sheets
Join Date: Feb 2014
Posts: 157
|
I have about 150 small denomination EE bonds, with maturities each month over the next six years.
I transferred them into Treasury Direct in 2016 and found it ok to use for my basic needs.
System was down on the first, I had a matured bond to direct deposit into my checking and couldn't do it.
|
|
|
|
|
07-02-2018, 09:56 PM
|
#9
|
|
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Join Date: Apr 2003
Location: Hooverville
Posts: 22,983
|
Quote:
Originally Posted by Onward
The Treasury Direct website represents the efforts of hundreds of people who have infinite job security.
|
My thoughts exactly. It would be difficult to imagine a more screwed up website. I found an html collection that gives the data one needs to see what the bonds are worth. So perhaps once every 6 months I tally mine. I just refuse to go anywhere near the government site.
I cashed some EE bonds that had gone beyond interest payments. Kind of a nice surprise what they were worth.
Ha
__________________
"As a general rule, the more dangerous or inappropriate a conversation, the more interesting it is."-Scott Adams
|
|
|
|
|
07-03-2018, 07:33 AM
|
#10
|
|
Thinks s/he gets paid by the post
Join Date: Nov 2014
Location: Austin
Posts: 1,384
|
Use it all the time but I only have Ibonds. Other than it's a little quirky compared to other websites, like anything, you just get used to it.
|
|
|
|
|
07-03-2018, 07:52 AM
|
#11
|
|
Full time employment: Posting here.
Join Date: May 2015
Location: Atlanta suburbs
Posts: 633
|
Quote:
Originally Posted by big-papa
Use it all the time but I only have Ibonds. Other than it's a little quirky compared to other websites, like anything, you just get used to it.
|
Same here. The web site does the job satisfactorily for I-bonds. One day I went looking to see how I could sell I-bonds bought on specific days, and I found it fairly easily.
I usually check the value on the first of every month, and I don't recall any trouble getting into the system over the last 6-7 years.
|
|
|
|
|
|
Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
|
|
|
| Thread Tools |
|
|
| Display Modes |
 Linear Mode
|
Posting Rules
|
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts
HTML code is Off
|
|
|
|
» Recent Threads
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
» Quick Links
|
|
|
