How do I add an I bond from Treasury Direct?

firecop8
firecop8 Member ✭✭
edited February 2022 in Registers & Transactions (Windows)
Where do I enter this?
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Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    It seems like creating an Investment Account for the bond would be the best approach.  If you bought it directly from the Treasury you'd establish the Account as a manual Account, transfer the money into that new Account, and them buy the bond.
  • firecop8
    firecop8 Member ✭✭
    Thank you. I set it up as if it were a cd. Works well for me that way.
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