Savings Bond Wizard News and Features

NOTE: The Savings Bond Wizard update for the November 1, 2017 savings bond rate release is the final update. As of the next savings bond rate release on May 1, 2018, the Savings Bond Wizard will no longer be available. However, at that time we'll provide instructions on our website on how to convert your Wizard files to the Savings Bond Calculator.

Savings Bond Wizard® has several features to help you keep track of your bond inventory.

Importing and Exporting Inventory Files

The Wizard imports and exports inventory files created from:

  • The Savings Bond Calculator that are saved as *.htm files.
  • Other spreadsheet software (i.e., Microsoft ExcelŽ) that are saved as *.csv files.

Tracking Cashed and Exchanged Bonds

Each bond will be marked as cashed or exchanged when you enter the redemption or exchange date. You can create and print reports of your redeemed or exchanged bonds or view them online.

Earnings/Interest Rate

The Wizard shows:

  • a bond's yield-to-date.
  • the rate a bond is earning in the current six-month earnings period.
  • the value a particular bond held in any month as far back as January 1996

Notes and Descriptions

  • The Wizard uses abbreviated notes to show important facts about your bonds (for example, bond is matured).
  • A description of each note is on the footer of all reports.
  • The notes feature can be turned on or off from the "View" menu.

Specialized Reports

The Wizard offers a wide selection of reports, including:

  • Active inventory
  • Bonds too new to cash
  • Bonds no longer earning interest
  • Bonds cashed in

Easy Inventory Builder

If you've purchased a specific series and denomination regularly over the years, the Wizard will easily build your inventory with the Easy Inventory Builder tool.

Redemption Values Update Process

Updating the Wizard is as easy as one click to connect to the Wizard database, expand and update your values. If your PC isn't Internet-ready or if you have an earlier version of the Wizard, you can manually update the Wizard.

Savings Bond Wizard is a trademark of the U.S. Department of the Treasury, Bureau of the Fiscal Service.