Good but needs some tweaks

I bought this app to use an an Ipad replacement for the PC program provided by the Treasury Dept. So far it has been very good with a few disappointments which I will explain below.

I entered all of my I-bonds and it gave me the same results as the Treasury Dept. Program. Good so far.

Whats more is that it correctly handled a new month. I bought this on July 31 and on Aug. 1 the inventory was correctly updated to the new amount (I-Bonds accrue interest every month) The next test will be in November. I-Bonds have their interest rates adjusted each May and November to account for inflation, The app will need to download the new interest rate table from the Treasury Dept. so well see how that goes.

Now for the disappointments.

1. Editing needs to be easier. I made a few mistakes entering the inventory and tried to fix them. But the only thing you can edit is the serial number, not the purchase date or amount (I made both mistakes.) You need to delete the bond and re-enter it from scratch.
2. Exporting the inventory requires sending an email to myself. Id like to be able to export the CSV file directly to the Apple Numbers spreadsheet app. In all fairness, this is mentioned in the description in the app store. Still, Id like to see this enhancement.

3. You cannot print the inventory. I print this each month ( with the updated values) for my wife and put it in our filing cabinet along will all our other financial records just in case something happens to me. (She doesnt want to learn the financial programs that I use and prefers a paper summary)Now I need to export the inventory to Numbers (see #2) and print from there.

All-in-all this app is a worthy effort and worth the price. But Im hoping for an update that will address these issues. Then I will change my rating to 5 stars.

Long time Fidelity customer about Savings Bond Calculator