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Savings Bond Wizard - Release Notes

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.

The table below shows the enhancements and fixes found in past releases of the Savings Bond Wizard® program.

Version
(Date)
Enhancements and Fixes

5.0
(Week of
05/04/15)

Enhancement:

  • Updated the software used to build the Savings Bond Wizard.

4.15.3
(Week of
11/01/10)

Fix:

  • Updating and inventory minimized (view or screen) with Windows Vista and Windows 7.

4.15.2
(Week of
05/10/10)

Fix:

  • Fixed table that displays "Next Interest Date"

4.15
(Week of
11/01/08)

Enhancement:

  • $10,000 Series I Bonds can be purchased through January 2008 (originally, it was through December 2007).

4.14
(Week of
01/01/08)

Enhancement:

  • Changed to reflect changes to the annual purchase limit.

4.13
(Week of
5/1/07)

Fix:

  • Fixed to allow Savings Bond Calculator files to be imported into Wizard.

4.12
(Week of
5/1/06)

Fix:

  • Fixed sort problem for rate and yield in Version 4.11.

4.11
Week of
11/02/05)

Fix:

  • Changed the values download address to point to our HTTP download site.

4.10
(Week of
8/01/04)

Enhancements:

  • Help files show changes in the HH Bond program.
  • Exchange function for HH Bonds doesn't allow exchange entries with exchange dates after August 2004.
  • Entry function for HH Bonds doesn't allow HH Bond entries with issue dates after August 2004.
  • Notes no longer show "ME" (Matured and Exchangeable) for bonds that mature after August 2004.
  • Import function shows more detail when file imports from Comma Separated Values files (CSV) fail. Import also gives the option to continue or cancel import when a problem is encountered.

Fixes:

  • Import function removes dollar signs and commas from denominations imported from CSV files to improve chances for successful imports.
  • Fixed export to Savings Bond Calculator format for new Calculator address.

4.03
(Week of
1/27/03)

Enhancements:

  • Increased minimum holding period for Series EE and I Bonds issued February 2003 or after.
  • Help files show this change, and the note field indicates which bonds are subject to the new holding period.

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