Purchasing I bonds; using Quicken many years, never had bonds purchased directly as treasury bonds,

Saul R
Saul R Quicken Mac Subscription Member
edited August 2022 in Investing (Mac)
only corp or municipals purchased w/in brokerage accts and handled in quicken by direct connect to broker. So, do I list these in assets? make a link to treasury.direct@fiscal.treasury.gov? other solution?

Answers

  • Kcamack
    Kcamack Quicken Windows Subscription Member ✭✭
    I just did this and set them up as an asset and plan to manually update as needed - I'm not sure Treasury Direct has a download link - normal savings bonds require manual recalculations using a web-page calculator.
  • Wayne Dibble
    Wayne Dibble Member ✭✭
    Same here, my bonds I buy directly are in an asset account.
  • Saul R
    Saul R Quicken Mac Subscription Member
    Thanks to both of you.
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