How do you track US savings bonds?

Jake
Jake Member ✭✭
edited January 25 in Investments
I just purchased some US government I Bonds as a medium term investment. I'm wondering how folks are tracking that in Simplify?
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Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓
    Hello @Jake,

    Thanks for posting your inquiry to the Community!

    Hopefully some other Users come along with great feedback on how they've handled this in Simplifi, however, from my understanding, since US Savings Bonds don't have a ticker symbol, you wouldn't want to track them under Investments.

    Instead, we recommend adding a manual 'CD' account (which is listed under "Banking"), as this account type will allow you to enter the monetary value of your bonds and then manually add your interest and dividends as they occur. You can also create some Categories to use for these items so that you're able to properly track everything.

    I hope this helps, but please let me know if you have any questions! :smile:

    -Coach Natalie
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