How to add I Bond account to Quicken Simplifi

trtrlik
trtrlik Member

Hi. I am trying to manually add a brokerage account to track my US Treasury I Bonds. I understand that it would be best to manually track this as cash, is this correct as there is no ticker symbol for it?

So I manually set up the account, and under cash, I added the value of the bonds, but every time I try to do this, it gives an error message- sorry, but we were unable to make your changes. What am I doing wrong? Thanks.

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Answers

  • Coach Jon
    Coach Jon Moderator admin

    Hello @trtrlik,

    Thanks for reaching out! To better assist us with your situation, could you please supply screenshots showing the error you are receiving within Quicken Simplifi?

    -Coach Jon