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US Government Bonds

Herman

How would I enter a recent purchase of Us Government bonds into Quicken ? Category etc.
Thanks

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NotACPA

Well, for starters, they must be recorded in an Investment type account where they're entered using the "Bonds Bought" transaction. Have you done that?

See Q Help for the details of how to use the Bonds Bought action.

Herman

Have not done that, not entirely clear to me on how to do this. Hope you can help

NotACPA

What part can you not find in Q Help? Where, in the process, do you need help?

And which Q product, and Build of that product, are you running? Do HELP, About Quicken for this info.

Herman

I have added the bond to my security list. as per instructions I found in the help section.

How to Add a Bond
1. Choose Investing menu > Security List, and then click New.
2. Enter a meaningful name, such as US $1000-6% 01/24 for the purchase of a E/EE U.S. Savings Bonds, with a face value of $1000 and a maturity date of 1/20/24. If you have more than one savings bond, make sure the name you enter here is unique. Click Next.
3. Click Add manually.
4. In the Security Type list, select U.S. Savings Bond.
5. Click Next and follow the on-screen instructions. Quicken may not display all the fields described below, depending on the information you enter.
Asset Class: Select Domestic Bond.
Maturity Date: Enter the maturity date.

Is this it ????

Jim_Harman

Once the bond is in your Security list, you need to go to an investing account and purchase the bond.

NotACPA

I found "Buy a Bond", but not "Add a bond". Try researching "Buy a Bond", since it's a BUY transaction that you've asked about. You need to 1st add the E/EE to your Security List, and then BUY it in an investment account.

And again, where specifically do you need help?

LShan334

Anyone have any experience adding an "I" bond purchased through Treasury Direct?

Jim_Harman

See this discussion
https://community.quicken.com/discussion/comment/20265472#Comment_20265472