How to use Portfolio X-Ray for TreasuryDirect TBills? it fails

Question

hi all,

My TreasuryDirect account has manually entered holdings and transactions for TBills.

Each TBill is created as

Type: Bond

Bond Type: Treasury Bill

Asset Class: US TREASURY BILL

But, the Morning Star doesn't support Treasuries CUSIP

As result the X-Ray fails with SAMLERROR for my TreasuryDirect account.

How do you use TBills for X-Ray to get your Allocation and etc for Investment reporting?

The TBill at Fidelity

https://fixedincome.fidelity.com/ftgw/fi/FIIndividualBondsSearch?cusip=912797QM2

thanks

mikek753b · Answer

As I see that Quicken Portfolio X-Ray doesn't support Treasury Direct accounts.

I expect Quicken to make this exception known to a user, so we don't waste time to figure out the issue.

Jim_Harman · Answer

That's right, you would exclude the Treasury Direct account from the Portfolio X-Ray.

You can see the impact of your T Bills and in the Investing > Portfolio views and the investing reports, including  the Asset Allocation and Investment Performance reports.

mikek753b · Answer

Do I set Custom account list to unselect TreasuryDirect account for the X-Ray?

How to accommodate those TBills as Bonds or Short Term for Investment analyzes in this case?