How to enter Savings Bond Tax Refund into Quicken

greghoro
greghoro Quicken Windows Subscription Member
edited October 2023 in Investing (Windows)

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?

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