How do I add a Treasury Direct Account in Quicken

Steve Lang

I bought some Series I bonds and I want to include the value in Quicken. What would be the best way to add this offline account?

Tom Young

I'd set it up as a brokerage Account to keep it within the Investing area.  That also allows you to change the "quote" - if you're of a mind to do so - and the "Bonds Bought" and "Bonds Sold" actions are available, if you wish to use them.

Tom Young

I'd set it up as a brokerage Account to keep it within the Investing area.  That also allows you to change the "quote" - if you're of a mind to do so - and the "Bonds Bought" and "Bonds Sold" actions are available, if you wish to use them.

Steve Lang

Thank you Tom Young