How to enter and track US Savings Bond

Quicken Mac Subscription Member ✭✭
edited February 2022 in Investing (Mac)
I've read the Windows comments about how to put in a US Savings bond account- but it seems quite different than what I see on the mac.

Suggestions?

Best Answer

  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    @pstarfam A Buy transaction in any Quicken investment account uses cash in that account for the purchase. So unless you transferred cash to the bond account from your checking account, it shows a negative balance. If you are creating this bond holding "out of thin air" (e.g. not going back in time to enter where the cash came from for the bond purchase), then use an Add Share transaction instead of a Buy. Add Shares creates holdings in a security without using any cash.  
    Quicken Mac Subscription • Quicken user since 1993

Answers

  • Quicken Mac Subscription Member ✭✭
    Thanks for your help. I created the security and added a buy in an "other" investment account,- buy $10,000. Now it shows a -$10,000 value for the other account?
  • Quicken Mac Subscription SuperUser, Mac Beta Beta
    Answer ✓
    @pstarfam A Buy transaction in any Quicken investment account uses cash in that account for the purchase. So unless you transferred cash to the bond account from your checking account, it shows a negative balance. If you are creating this bond holding "out of thin air" (e.g. not going back in time to enter where the cash came from for the bond purchase), then use an Add Share transaction instead of a Buy. Add Shares creates holdings in a security without using any cash.  
    Quicken Mac Subscription • Quicken user since 1993
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