The Wizard has a whole new look and feel; you'll see all new graphics and
screen designs. But don't worry, the new version does everything the old version
did and more! Other notable changes include:
Interest Amounts - If you open an inventory file created
from a prior version of the Wizard, you may see a difference in the totals.
Beginning with Pricing Dates of January 2002, the Wizard shows interest amounts
(if any) for bonds that are less than six months old. For Pricing Dates prior
to 2002, the Wizard doesn't show interest until a bond becomes eligible for
redemption (after 6 months for bonds issued January 2003 or earlier, and after 12
months for bonds issued February 2003 or later).
Importing and Exporting - Now the Wizard imports inventory files
created from the Savings Bond Calculator (our web pricing tool) and saved as
*.htm files. The Wizard also imports inventory files created from other
spreadsheet software (i.e., Microsoft® Excel) and saved as *.csv files. In
addition, the Wizard exports to both of these formats.
Tracking Cashed and Exchanged Bonds - Now the Wizard tracks the
bonds you've cashed or exchanged. When you cash or exchange a bond, you supply
the date and the Wizard marks the bond so it's totals are reflected appropriately
in the inventory totals. If needed, the Wizard has cashed and exchanged reports
that you can view on line or print.
Earnings/Interest Rate - In addition to the "Yield-To-Date", the
Wizard now displays the rate each bond is earning in the current 6 month earnings
period.
Note and Descriptions - Older versions of the Wizard used color
codes to indicate certain conditions or important facts about your bonds. Since
the tracking of cashed and exchanged bonds was added, color coding became too
confusing. Thus, it was changed to an abbreviated note. It can be turned on/off
under the View menu. You'll also find a description of each possible
note on the footer of all reports.
Specialized Reports - The Wizard now offers a wide selection of
reports. If you select Print... from the File menu or the
Print... icon, the Wizard automatically prints the Active
Inventory report; it is not displayed in a print preview screen. If
you select a report from the Reports menu, the Wizard presents a print
preview of that report; you can print a hard copy if you need it.
Easy Inventory Builder - If you've purchased a specific series
and denomination on a regular basis over the years, the Wizard now easily builds
your inventory for you. Simply use the new Easy Inventory Builder...
tool and enter the series, denomination(s) and issue dates. Then, select the
frequency of your purchases. Finally, select where you want the bonds placed
(in the active inventory or a new inventory) and the Wizard will add them to
your inventory. You may then add your savings bonds' serial numbers if you
wish to record them.
Redemption Values Update Process - The update process has
never been easier. If your PC is Internet-ready, it's completely automated. With
one click, the Wizard connects, downloads, expands and updates your Wizard. Each
update contains all available redemption values from January 1996 through the
current rate period.
If
your PC isn't Internet-ready, it's still easier but it takes a couple more steps.
First, you'll manually have to get the update file (e.g., have a friend or relative
download it to diskette). Once you have
the update diskette and start the update process, you'll then need to browse
and find the update file. Once you've located it, the Wizard copies, expands
and updates your Wizard.
You can learn more about these and more of the Wizard's features from
the Wizard's help system.
We hope you enjoy using the Wizard and look forward to your
comments
and suggestions.
Return to Savings Bond Wizard Information
Savings Bond Wizard is a
trademark of the U.S. Department of the Treasury, Bureau of the Public
Debt.
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