How do I add a Treasury Direct Account in Quicken

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Steve Lang
Steve Lang 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?

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  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
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    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.

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  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Answer ✓
    Options
    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 Member ✭✭
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    Thank you Tom Young
This discussion has been closed.

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