How do people track chances to electronic I bonds
How do people track chances to electronic I bonds
I have used the I bond wizard to track changes to my inventory of paper I bonds for 20 years.
I recently purchased electronic I bonds and want a similar tool to track them.
Is there one or if not, how do people track them.
I recently purchased electronic I bonds and want a similar tool to track them.
Is there one or if not, how do people track them.
Re: How do people track chances to electronic I bonds
Spreadsheet I manually update once per month.scooter wrote: Thu Oct 13, 2022 8:40 am I have used the I bond wizard to track changes to my inventory of paper I bonds for 20 years.
I recently purchased electronic I bonds and want a similar tool to track them.
Is there one or if not, how do people track them.
Cheers
Refusing or failing to fully understand an idea does not invalidate the idea itself, but it does undermine the opinions of those who are unwilling or unable to grasp it.
Re: How do people track chances to electronic I bonds
I just log onto the TD website. If you're looking for an aggregation tool that includes TD, the one I use doesn't; I have to manually update the values. I used what you did before I converted all my bonds to electronic, which most people will have to do to keep the registrations (beneficiaries, etc.) current over the bonds' lifetimes.scooter wrote: Thu Oct 13, 2022 8:40 am I have used the I bond wizard to track changes to my inventory of paper I bonds for 20 years.
I recently purchased electronic I bonds and want a similar tool to track them.
Is there one or if not, how do people track them.
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Re: How do people track chances to electronic I bonds
I have just been adding my electronic ones to the Wizard inventory as they were purchased. I know TD says that the calculator doesn't give the correct values for electronic bonds but the current value listed after logging in to my TD account is the same as that in my saved Wizard inventory. Have others noticed a discrepancy?
Re: How do people track chances to electronic I bonds
I enter fake paper I-bonds into my "paper" I-bond inventory. Then use the "Calculate the Value of your Paper Savings Bond(s) web page.
Seems to accept pretty much anything as a "serial number". For example, TD2007-10-01, to represent an I-bond purchased in Oct 2007 and held in a TD account.
Gives the current value without logging in to a Treasury Direct account.
edit: WillianOfOckham is quicker than am I. No discrepancies in current value noted.
Seems to accept pretty much anything as a "serial number". For example, TD2007-10-01, to represent an I-bond purchased in Oct 2007 and held in a TD account.
Gives the current value without logging in to a Treasury Direct account.
edit: WillianOfOckham is quicker than am I. No discrepancies in current value noted.
Re: How do people track chances to electronic I bonds
I'm a recent new holder of I-bonds. I bought my first ones electronically on Treasury Direct. I then got paper ones through my tax return.scooter wrote: Thu Oct 13, 2022 8:40 am I have used the I bond wizard to track changes to my inventory of paper I bonds for 20 years.
I recently purchased electronic I bonds and want a similar tool to track them.
Is there one or if not, how do people track them.
I can see the need to track the paper bonds and their current value, but I also have the option of sending them into Treasury Direct and adding them there.
Treasury Direct tracks my electronic holdings for me.
Is there a problem that I am missing? Is the Treasury Direct tracking insufficient or the bond wizard greatly superior? I am new enough to this that I may not be seeing the issue.
Re: How do people track chances to electronic I bonds
Thanks for tip of adding a fake number to bond wizard because I have always like using that tool
Re: How do people track chances to electronic I bonds
I believe eyebonds.info will also show bond values by month.
Re: How do people track chances to electronic I bonds
Thanks to all
I am surprised the treasury doesn't offer a similar tool like I bond wizard for paper bonds also for electronic bonds.
I am surprised the treasury doesn't offer a similar tool like I bond wizard for paper bonds also for electronic bonds.
Re: How do people track chances to electronic I bonds
Thanks for suggestion
Re: How do people track chances to electronic I bonds
I came here to ask that same question and found this one a search first. I haven't figured out why they say it doesn't track electronic ones accurately because it always seems right on with TD site to me. Of course, you have to make up a bond serial number and it won't accept any denomination over $1000 so I had to break up my 10K bonds in 10, 1K ones, but the total is always right to the penny and the one click update is a heck of a lot easier than logging into TD. Maybe it starts getting messed up if you cash in partial electronic bonds?WilliamOfOckham wrote: Thu Oct 13, 2022 9:13 am I have just been adding my electronic ones to the Wizard inventory as they were purchased. I know TD says that the calculator doesn't give the correct values for electronic bonds but the current value listed after logging in to my TD account is the same as that in my saved Wizard inventory. Have others noticed a discrepancy?
- Doom&Gloom
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Re: How do people track chances to electronic I bonds
I use the I Bond tracker developed and posted by csmath. It does everything I need yet is simple to use.
viewtopic.php?t=389497
viewtopic.php?t=389497
- jeffyscott
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Re: How do people track chances to electronic I bonds
Is "wizard", just another name for the calculator here
:
https://www.treasurydirect.gov/BC/SBCPrice
The only issue there is the denominations have to match those of paper bonds, so $5000, $1000, etc. It even works okay with chrome, despite their claim that it doesn't.

https://www.treasurydirect.gov/BC/SBCPrice
The only issue there is the denominations have to match those of paper bonds, so $5000, $1000, etc. It even works okay with chrome, despite their claim that it doesn't.
- WinstonTeracina
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Re: How do people track chances to electronic I bonds
I wish TD worked with one of the numberous agregators out here; I was able to connect my TD account to Fidelity's Full View last year but it only connected my current holdings would not update monthly.
I use Quicken to track my ibond holdings and will import price updates with a .csv file after I look them up on the TD website or using one an online tool like this one: https://eworkpaper.com/ibond.php
I use Quicken to track my ibond holdings and will import price updates with a .csv file after I look them up on the TD website or using one an online tool like this one: https://eworkpaper.com/ibond.php
VT + BNDW + Duration-matched TIPS fund (TPAW)
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Re: How do people track chances to electronic I bonds
I also use Quicken to track our I-Bond holdings. I have a security for each issue date and update the prices every six months. I log in to Treasury Direct to find the current value and then do a manual entry in price history. I might explore the CSV import as the number of bonds we hold grows over time.
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Re: How do people track chances to electronic I bonds
Yes. I think "Wizard" is a legacy name for the linked "Savings Bond Calculator."jeffyscott wrote: Thu Jan 05, 2023 4:25 pm Is "wizard", just another name for the calculator here:
https://www.treasurydirect.gov/BC/SBCPrice
The only issue there is the denominations have to match those of paper bonds, so $5000, $1000, etc. It even works okay with chrome, despite their claim that it doesn't.
Re: How do people track chances to electronic I bonds
Spreadsheet from eyebonds.info
Another poster above mentioned a Bogleheads poster’s sheet developed in Nov 22 - it is the same as eyebonds.info (also a bogleheads poster) he allegedly wasn’t aware of.
Another poster above mentioned a Bogleheads poster’s sheet developed in Nov 22 - it is the same as eyebonds.info (also a bogleheads poster) he allegedly wasn’t aware of.
Last edited by Doc7 on Fri Jan 06, 2023 9:15 am, edited 1 time in total.
- jeffyscott
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Re: How do people track chances to electronic I bonds
I think you meant eyebonds.info, which is #cruncher's site
http://eyebonds.info/downloads/index.html
Re: How do people track chances to electronic I bonds
Made a simple excel sheet and update manually once a month. Thankfully the numbers are always round and only change once a month, takes a minute or two.
70% Global Stocks / 30% Bonds
Re: How do people track chances to electronic I bonds
Just leave it blank and it does not care... you only need the month/year, type (Ibond) and denomination (I pretend they are all in 1K lots).ehh wrote: Thu Oct 13, 2022 9:19 am Seems to accept pretty much anything as a "serial number". For example, TD2007-10-01, to represent an I-bond purchased in Oct 2007 and held in a TD account.
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Rob |
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Re: How do people track chances to electronic I bonds
thanks, fixedjeffyscott wrote: Fri Jan 06, 2023 7:03 amI think you meant eyebonds.info, which is #cruncher's site
http://eyebonds.info/downloads/index.html
Re: How do people track chances to electronic I bonds
The TD calculator seems to handle any denomination value internally (any whole dollar up to 10k). You can save your portfolio with placeholder values first by following their instructions (press the Save button on the screen and then Ctrl-S to save to a local .html file).jeffyscott wrote: Thu Jan 05, 2023 4:25 pm Is "wizard", just another name for the calculator here:
https://www.treasurydirect.gov/BC/SBCPrice
The only issue there is the denominations have to match those of paper bonds, so $5000, $1000, etc. It even works okay with chrome, despite their claim that it doesn't.
Then you can edit your .html file in an editor and change "DenominationList" to your actual values, eg
Code: Select all
<input type="hidden" name="DenominationList" value="10000;9999;777;88;">

Or, if you prefer to keep everything in a google sheet along with the rest of your portfolio, you can just pull this entire table into google with a command like
Code: Select all
=IMPORTHTML("https://treasurydirect.gov/BC/SBCPrice?btnUpdate.x=UPDATE&SeriesList=I;I;I;I;&IssueDateList=04/2022;01/2011;08/2008;12/2001;&DenominationList=10000;9999;777;88;&IssuePriceList=0;0;0;0;&InterestList=0;0;0;0;&YTDInterestList=0;0;0;0;&ValueList=0;0;0;0;&InterestRateList=0;0;0;0;&NextAccrualDateList=0;0;0;0;&MaturityDateList=0;0;0;0;","table",4)

Make sure the lists in your URL params are all the same length, but only the first three need to have real values.
Re: How do people track chances to electronic I bonds
Same here.ehh wrote: Thu Oct 13, 2022 9:19 am I enter fake paper I-bonds into my "paper" I-bond inventory. Then use the "Calculate the Value of your Paper Savings Bond(s) web page.
Seems to accept pretty much anything as a "serial number". For example, TD2007-10-01, to represent an I-bond purchased in Oct 2007 and held in a TD account.
Gives the current value without logging in to a Treasury Direct account.
edit: WillianOfOckham is quicker than am I. No discrepancies in current value noted.
Re: How do people track chances to electronic I bonds
This is awesome, thank you.erp wrote: Thu Feb 02, 2023 12:07 pmThe TD calculator seems to handle any denomination value internally (any whole dollar up to 10k). You can save your portfolio with placeholder values first by following their instructions (press the Save button on the screen and then Ctrl-S to save to a local .html file).jeffyscott wrote: Thu Jan 05, 2023 4:25 pm Is "wizard", just another name for the calculator here:
https://www.treasurydirect.gov/BC/SBCPrice
The only issue there is the denominations have to match those of paper bonds, so $5000, $1000, etc. It even works okay with chrome, despite their claim that it doesn't.
Then you can edit your .html file in an editor and change "DenominationList" to your actual values, eg
After that double click on your .html to open it in a browser and press the RETURN button at the top of the screen. It will update with something like thisCode: Select all
<input type="hidden" name="DenominationList" value="10000;9999;777;88;">
Or, if you prefer to keep everything in a google sheet along with the rest of your portfolio, you can just pull this entire table into google with a command like
which will look like thisCode: Select all
=IMPORTHTML("https://treasurydirect.gov/BC/SBCPrice?btnUpdate.x=UPDATE&SeriesList=I;I;I;I;&IssueDateList=04/2022;01/2011;08/2008;12/2001;&DenominationList=10000;9999;777;88;&IssuePriceList=0;0;0;0;&InterestList=0;0;0;0;&YTDInterestList=0;0;0;0;&ValueList=0;0;0;0;&InterestRateList=0;0;0;0;&NextAccrualDateList=0;0;0;0;&MaturityDateList=0;0;0;0;","table",4)
Make sure the lists in your URL params are all the same length, but only the first three need to have real values.
Re: How do people track chances to electronic I bonds
Someone alerted me that the URL I posted for importing the TD calculator cuts off after 12 rows. I think I fixed it now and also made it easier to use so you don't have to manually edit the URL everytime you add a purchase. You can just enter the info into columns A and B and the results will fill in the box automatically.
You may need to set column A and cell F1 to Format->Number->PlainText to avoid them being converted into an internal date.
The "Value" column has asterisks because the website boldfaces those values and google's importhtml() chooses to highlight them in that way. You can strip them using =SUBSTITUTE(L4,"*","") in a new column to turn them back into numbers.

You may need to set column A and cell F1 to Format->Number->PlainText to avoid them being converted into an internal date.
The "Value" column has asterisks because the website boldfaces those values and google's importhtml() chooses to highlight them in that way. You can strip them using =SUBSTITUTE(L4,"*","") in a new column to turn them back into numbers.
Code: Select all
=IMPORTHTML("https://treasurydirect.gov/BC/SBCPrice?btnAll.x=VIEW+ALL&RedemptionDate="&F1&"&SeriesList="&REPT("I;",COUNTA(A4:A))&"&IssueDateList="&TEXTJOIN(";",1,SORT(A4:A,ROW(A4:A),0))&";&DenominationList="&TEXTJOIN(";",1,SORT(B4:B,ROW(B4:B),0))&";&NextAccrualDateList="&REPT("0;",COUNTA(A4:A))&"&MaturityDateList="&REPT("0;",COUNTA(A4:A)),"table",4)

Re: How do people track chances to electronic I bonds
I've found this one works pretty well. Started using it late last year. Compared it to my previous manual method of manually entering the data from TD in my own spreadsheet for a couple of months and it's spot-on. I also like that it specifically tells you the purchases you've made that are under the 1-year and 5-year thresholds as well...
https://sites.google.com/55e.co/55eco/g ... lator-free
Cheers
https://sites.google.com/55e.co/55eco/g ... lator-free
Cheers
Refusing or failing to fully understand an idea does not invalidate the idea itself, but it does undermine the opinions of those who are unwilling or unable to grasp it.
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Re: How do people track chances to electronic I bonds
Bringing back this topic after a while, namely an easy tool to track I Bond value. This one from 55e.co is just what is needed (simply showing current value, not busy with month-by-month views), but it and the Treasury Direct tables haven't been getting along for three months now, and while there's a workaround to get updates (thanks dcabler), it's very time-consuming. So, any new ideas for a way to view I Bond values in a simple way? Thanks.dcabler wrote: Wed May 03, 2023 5:43 am I've found this one works pretty well. Started using it late last year. Compared it to my previous manual method of manually entering the data from TD in my own spreadsheet for a couple of months and it's spot-on. I also like that it specifically tells you the purchases you've made that are under the 1-year and 5-year thresholds as well...
https://sites.google.com/55e.co/55eco/g ... lator-free
Re: How do people track chances to electronic I bonds
I just log in every few months and copy and paste the list of current values.
I want to log in periodically anyway to make sure I still can and they are still there.
I want to log in periodically anyway to make sure I still can and they are still there.
Re: How do people track chances to electronic I bonds
More importantly than how YOU track I bonds is how your heirs /executor/ trustee will track them (or even that you own them). What do you do for that?
Re: How do people track chances to electronic I bonds
FYI - I just tested a beta version of a fix for this and reported back to the author yesterday. The version with the fix essentially tries multiple times, so it takes a little longer to populate. For all of my Ibonds I'd say it gets all of them about 75 percent of the time and when it misses any, there's only 1 or 2 that have to go through the manual method. Much improved. I would say that it is now usable.Nonchalance wrote: Sat Feb 01, 2025 12:28 pmBringing back this topic after a while, namely an easy tool to track I Bond value. This one from 55e.co is just what is needed (simply showing current value, not busy with month-by-month views), but it and the Treasury Direct tables haven't been getting along for three months now, and while there's a workaround to get updates (thanks dcabler), it's very time-consuming. So, any new ideas for a way to view I Bond values in a simple way? Thanks.dcabler wrote: Wed May 03, 2023 5:43 am I've found this one works pretty well. Started using it late last year. Compared it to my previous manual method of manually entering the data from TD in my own spreadsheet for a couple of months and it's spot-on. I also like that it specifically tells you the purchases you've made that are under the 1-year and 5-year thresholds as well...
https://sites.google.com/55e.co/55eco/g ... lator-free
Cheers.
Refusing or failing to fully understand an idea does not invalidate the idea itself, but it does undermine the opinions of those who are unwilling or unable to grasp it.
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Re: How do people track chances to electronic I bonds
That sounds like a good solution. I'll check back to see if the new version passes testing and gets uploaded to 55e. Thanks.dcabler wrote: Sat Feb 01, 2025 4:54 pm FYI - I just tested a beta version of a fix for this and reported back to the author yesterday.
Re: How do people track chances to electronic I bonds
I used the IMPORTHTML command from a few posts up and it worked easily. Just pasted the formula into C3 and then filled in some ibonds in Col A and B. See,
https://docs.google.com/spreadsheets/d/ ... sp=sharing
(I moved valuation date to B1 and hid some of the output columns to look cleaner)
https://docs.google.com/spreadsheets/d/ ... sp=sharing
(I moved valuation date to B1 and hid some of the output columns to look cleaner)