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Quicken Classic for Mac
Investing (Mac)
How to enter and track US Savings Bond
pstarfam
I've read the Windows comments about how to put in a US Savings bond account- but it seems quite different than what I see on the mac.
Suggestions?
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jacobs
@pstarfam
A Buy transaction in any Quicken investment account uses cash in that account for the purchase. So unless you transferred cash to the bond account from your checking account, it shows a negative balance. If you are creating this bond holding "out of thin air" (e.g. not going back in time to enter where the cash came from for the bond purchase), then use an Add Share transaction instead of a Buy. Add Shares creates holdings in a security without using any cash.
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pstarfam
Thanks for your help. I created the security and added a buy in an "other" investment account,- buy $10,000. Now it shows a -$10,000 value for the other account?
jacobs
@pstarfam
A Buy transaction in any Quicken investment account uses cash in that account for the purchase. So unless you transferred cash to the bond account from your checking account, it shows a negative balance. If you are creating this bond holding "out of thin air" (e.g. not going back in time to enter where the cash came from for the bond purchase), then use an Add Share transaction instead of a Buy. Add Shares creates holdings in a security without using any cash.
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