# CD & Bond Manager — Earned Interest Viewer > Certificate of Deposit and Bond investment portfolio management and interest tracking. (iPhone/iPad app by Eric King.) - Source: https://appshunter.io/ios/app/cd-and-bond-manager/id1104441323 (this page in markdown: same URL + `.md`) - Developer: [Eric King](https://appshunter.io/developer/1089365644) - Category: Finance, Productivity - Price: $19.99 - Rating: 1.00/5 from 1 App Store ratings - Age rating: 4+ - Requires: iOS 12.0 · 12 MB - Languages: American English - Released: 2016-04-22 - Data updated: 2026-08-06 - Monetization: paid - User reviews in markdown: https://appshunter.io/ios/app/cd-and-bond-manager/id1104441323/reviews.md ## What is CD & Bond Manager? CDBManager is a Certificate of Deposit and Bond Manager, a must for the serious individual investors and Financial Investment advisers to help them manage their clients assets with multiple accounts and/or multiple institutions. CDs and Bonds are managed in a hierarchical style of user / institution / account. This allows for the most flexible way to organize these assets. But one of the greatest features of Certificate of Deposit and Bond Manager is the Earned Interest Viewer(tm). CDs and Bonds are displayed in a unique way that helps the user see how much interest has been earned and yet to be earned. By combining all of your separate accounts in to one place you will be able to see how CDs and Bonds compare to each other respectively, in size and duration. Another benefit is being able to see how Ladders are viewed. For CDs, it displays the duration, from purchased date to maturity date, size, as represented by the initial principle value, and earned and future interest, represented by color. This gives the user the ability to visually see how their assets look in comparison to each other. This can be exceptionally important if the user want to construct a financial ladder. The user can select to view assets by individual account, institutions or all assets for that user. For Bonds, it displays the duration, from opened date to settlement date, if different, to maturity date, size, as represented by the initial principle value, and earned and future interest, represented by color. This gives the user the ability to visually see how their assets look in comparison to each other. This can be exceptionally important if the user want to construct a financial ladder for cash flow purposes. The user can select to view assets by individual account, institutions or all assets for that user. Included is a sample Data Base. This allows the user to gain a lot of knowledge without the effort of trial and error. A preloaded Institutions file includes some of the more commonly used banks and Financial Institutions that users use. Of course, you are always free to add to this list. Just a few of the more commonly used institutions are: • Ally Bank • Bank of America • CIT Bank • Charles Schwab • Synchrony Bank • TD Ameritrade • TreasuryDirect (for US Bonds) Features: • Detail Data Report, a list of selected assets • Expiration Report, a lists of CD and Bonds by Expiration Date • Ladder Suggestion Report, a lists of suggested New CD and Bonds, based on next expiring CD or Bond • Import / Export data in CSV, XML, or proprietary CDB format • Backup and Restore of Data Base • Local Notification of CDs and Bonds that are to expire in 7 and 1 day intervals to remind you to take action. • Built-in HELP system to aid the user • SORT feature on CD & Bond Graph Views - Account - Maturity Date - Account Type - APR • DISPLAY feature on CD & Bond Graph Views - Displays by the selected Account Types These are just a few of the many options that Certificate of Deposit and Bond Manager offers, the rest are for you to discover. ## Key features - Hierarchical asset organization - Earned and future interest visualization - Compare CDs and Bonds by size and duration - Financial ladder construction tools - Detail Data, Expiration, and Ladder Suggestion reports - Import/Export data in CSV, XML, or CDB format - Local expiration notifications ## Frequently asked questions about CD & Bond Manager ### What is CD & Bond Manager? CD & Bond Manager is a paid application designed for managing certificates of deposit and bonds. It offers detailed tracking of earned and future interest, asset organization, and reporting features to help investors monitor their portfolios. ### How does CD & Bond Manager help with financial ladders? The application provides tools to visualize your CDs and bonds, aiding in the construction of financial ladders. It offers ladder suggestion reports based on expiring assets and allows you to compare investments by size and duration. ### What kind of reports does CD & Bond Manager offer? CD & Bond Manager provides several useful reports, including a Detail Data Report for selected assets, an Expiration Report listing CDs and Bonds by expiration date, and a Ladder Suggestion Report for new investment recommendations. ### Can I import or export my data with CD & Bond Manager? Yes, you can import and export your data in CSV, XML, or proprietary CDB formats. The app also includes backup and restore functionality for your database. ### Does CD & Bond Manager have ads? No, CD & Bond Manager is a paid application and does not contain advertisements. Users can manage their investments without interruption. ### What devices is CD & Bond Manager available on? CD & Bond Manager is available on Mac, iPhone, iPad, and iPod. It is designed to support a range of Apple devices. ### How often is CD & Bond Manager updated? The latest version of CD & Bond Manager is 1.5.7, which was last updated on May 20, 2023. This indicates regular maintenance and updates from the developer. ### What is the price of CD & Bond Manager? CD & Bond Manager is a paid application priced at $19.99. This one-time purchase grants access to all its features for managing your financial investments. ## Version history (last 5 releases) ### 1.5.7 — 2023-05-20 Minor fix in Notifications section. ### 1.5.6 — 2023-03-30 Minor fix in creating a new Account. ### 1.5.3 — 2022-10-31 Miscellaneous fixes and improvements. As always, we appreciate your feedback. Please email us at info@elkmobilapps.com with any suggestions or questions. If you like this APP, please let us know by rating us in the App Store. ### 1.5.2 — 2021-11-10 Miscellaneous fixes and improvements. As always, we appreciate your feedback. Please email us at info@elkmobilapps.com with any suggestions or questions. If you like this APP, please let us know by rating us in the App Store. ### 1.5.0 — 2021-11-06 Miscellaneous fixes and improvements. As always, we appreciate your feedback. Please email us at info@elkmobilapps.com with any suggestions or questions. If you like this APP, please let us know by rating us in the App Store. ## Apps similar to CD & Bond Manager | App | Rating | Price | Category | | --- | --- | --- | --- | | [Stats for YNAB](https://appshunter.io/ios/app/stats-for-ynab/id6444380128) | 4.1 (7) | Free | Finance | | [Adding Machine 10Key for iPad](https://appshunter.io/ios/app/adding-machine-10key-for-ipad/id415227051) | 4.8 (77) | $2.99 | Finance | | [CD Check - Mobile Calculator](https://appshunter.io/ios/app/cd-check-mobile-calculator/id431556633) | 5.0 (1) | $0.99 | Finance | | [MyBonds](https://appshunter.io/ios/app/mybonds/id345243025) | 3.5 (54) | $2.99 | Finance | | [Stock Position Calculator](https://appshunter.io/ios/app/stock-position-calculator/id6449742943) | 4.5 (2) | Free | Finance | | [theAccountant - Record keeping](https://appshunter.io/ios/app/theaccountant-record-keeping/id6447955220) | — | Free | Finance | --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-06.*