Renew CD just enters a Redeem CD transaction and a Buy [a newly defined CD
Investment] transaction. Both transactions assume a Cash Account associated
with the investment account to hold the cash in the middle between the
transactions. If your Investment Account doesn't have an associated
Investment Cash Account, then you need to create one. (It becomes the
Transfer Account in both the Redeem and Buy transactions.) You can go this
(M04 and earlier) by going into the Investment Account Details and clicking
on Rename--that box has a place to check to create the cash account.

Alternatively, you can just use any account it allows in the box. The two
transactions will net to $0.

The value amount for the new CD should be the total amount rolled
over--though I don't see "value" used in M04.

Say CD #1 was 1000 bought for $1000 and redeemed for $1100--that's a 1000
quantity redemption ("Redeem CD" of "CD #1") for a total of $1100 with $100
of interest. (The 1000 quantity redemption assumes you never had an Reinvest
Interest or similar.) CD #2 will be an 1100 quantity for $1100 ("Buy" of "CD
#2"). And so it goes.

"Gary44" <gary.rose8[at]verizon.net> wrote in message
news:WzBAd.23510$Ff3.8108[at]trndny04...
- quote -

Ok, I'm almost there, but now Money is asking for a transfer account. This
is a CD renewal, not a transfer.

Also, what do I put in for the value amount, the value of the account at the
end of the 1 yr, or the next interest payment?

Gary

"Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in
message news:OWjSdMP7EHA.1408[at]TK2MSFTNGP10.phx.gbl...
- quote -

Do a Renew CD transaction (similar to Reinvest Interest)--it will setup a
new investment that can have new data like interest rate.

"Gary44" <gary.rose8[at]verizon.net> wrote in message
news:ameAd.12585$fe5.4974[at]trndny06...
- quote -

Hi,

Is there a special way that Money handles CD renewals?

I have a 1 yr CD. After the 1 yr, when the CD is renewed, how do I reflect
the new interest rate?

Thanks,

Gary