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

Jun. 04, 2018 8:22 AM ET37 Comments
Tipswatch profile picture


  • 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.
  • Here's a step-by-step guide for exporting your bond data from the Wizard to the Calculator.

For investors in U.S. Savings Bonds - EE and I Bonds - the Savings Bond Wizard was an excellent tool for keeping an accurate inventory and tracking past and current values. But as of June 1, the U.S. Treasury discontinued the Wizard and replaced it with a Savings Bond Calculator, a tool that's a little less user friendly.

The Wizard - a free downloadable program offered by the Treasury - dates all the way back to the Windows 95 era, and it never really changed that 'early PC' look and feel. But it worked (pretty reliably), offering the ability to download updated data for all Savings Bonds.

Now it is gone. Users with the Savings Bond Wizard already installed can still open and view their inventory, but won't be able to update data beyond May 2018. The new tool - the Savings Bond Calculator - is browser-based and duplicates most of the Wizard's functions.

The good news is that all the data you entered into the Wizard can be exported into the new Calculator. It's a fairly simple transaction, but steps along the way can be confusing. So I'm going to offer a step-by-step guide to transitioning from the Wizard to the Calculator.

A last look at the Savings Bond Wizard

Savings Bond WizardHere is a sample file I created with the Savings Bond Wizard, showing how the data are presented. This file is updated through May 2018, but now is closed from getting data from June. Important data include the bond type, original investment, issue date, etc. But you can also see the interest accrued, current value, current interest rate, cumulative historic yield and the final maturity date.

In the Serial Number column, I placed notes showing information about the Savings Bond. Ownership information (Jack or Jill, since couples often have two accounts), plus the fixed

This article was written by

Tipswatch profile picture
I am no longer writing for this site. More details. I will continue to post updates at my site, TipsWatch.com.-----David Enna is a long-time journalist based in Charlotte, N.C. A past recipient 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. The Tipswatch blog, which launched in April 2011, explores ideas, benefits and cautions about U.S. Series I Bonds and Treasury Inflation-Protected Securities, which David believes are an under-appreciated and under-used investments. David has been investing in TIPS and I Bonds since 1998.

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