How to enter Savings Bond Tax Refund into Quicken

greghoro

Received part of my US Tax refund as a paper US Savings Bond (Series I).

Sent paper bond in to Treasury Direct to convert to an electronic bond, which has been completed.

I do have a Treasury Direct account in Quicken for other investments.

I did not enter anything into Quicken when the paper bond was received and chose to do the following when it was converted by Treasury Direct:

• Cash deposit into my Treasury Direct account from IRS
• Purchase of Savings Bond using the Treasury Direct cash funds at $1 per share.

Was this an appropriate approach?

Jim_Harman

You may want to use the approach described in the discussion below to track your savings bond

https://community.quicken.com/discussion/comment/20203509#Comment_20203509