How do I add a Treasury Direct Account in Quicken

Steve Lang
Steve Lang Quicken Windows Subscription Member ✭✭
edited September 2022 in Investing (Windows)
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?

Best Answer

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    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.

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    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
    Steve Lang Quicken Windows Subscription Member ✭✭
    Thank you Tom Young
This discussion has been closed.

Categories