In the Serial Number column, I placed notes showing information about the Savings Bond. But you can also see the interest accrued, current value, current interest rate, cumulative historic yield and the final maturity date. Important data include the bond type, original investment, issue date, etc. This file is updated through May 2018, but now is closed from getting data from June. Here is a sample file I created with the Savings Bond Wizard, showing how the data are presented. So I'm going to offer a step-by-step guide to transitioning from the Wizard to the Calculator. It's a fairly simple transaction, but steps along the way can be confusing. The good news is that all the data you entered into the Wizard can be exported into the new Calculator. The new tool - the Savings Bond Calculator - is browser-based and duplicates most of the Wizard's functions. 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. But it worked (pretty reliably), offering the ability to download updated data for all Savings Bonds. 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. Treasury discontinued the Wizard and replaced it with a Savings Bond Calculator, a tool that's a little less user friendly. 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.
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