TreasuryDirect - ibond & tbond issues (edited)
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@kanaygupte thank you for sending the info via DM! I went ahead and added you to the existing ticket for this issue, so please follow along here for updates.
@supr_grobi, if you'd like to provide the requested information, we can certainly add you to the ticket as well.
Thanks!
-Coach Natalie
CTP-8143
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@nicoslo, the ticket is still being worked on. I'll be sure to post back and let you all know as soon as I have an update to provide.
Thanks for your continued patience!
-Coach Natalie
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Just confirming that the issues with balances and excessive OTP confirmations for data pulls are still present.
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@JazzHandsFan, thanks for posting on this topic!
It doesn't appear that you were part of the escalation for the issues with TreasuryDirect ibonds and tbonds. To clarify, are you also seeing that your ibonds and tbonds are not represented properly in your connected TreasuryDirect account in Quicken Simplifi? If so, I'd suggest following along here for updates, as the fix will most likely be global. You can let us know if you're still experiencing any issues with this after the escalation is resolved.
As for OTP confirmations, are you referring to persistent MFA requests in Quicken Simplifi? If so, we don't have any control over these as they are made by the banks directly. Our support article here has more info on this:
I hope this helps!
-Coach Natalie
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Im having a similar bit unrelated issue woth treasury direct. My i-bond shows up but my son’s i bonds dont (hes a minor, therefore custodial account under my TD account). Its the same username / pw
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@moneytree, thanks for posting on this topic!
I'd suggest following along here for updates on the issue we already reported for TreasuryDirect ibonds and tbonds, as the solution will most likely be global. Be sure to let us know if the issue persists after we come back stating that the escalation has been resolved.
We appreciate everyone's patience as we continue to work on this!
-Coach Natalie
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Same issue. Please fix.
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Also interested in a fix on this. I've been tracking treasurydirect balance manually, but just realized that simplifi can connect to the account. But I was disappointed to realize that the balance does not reflect the current value of my bonds correctly. I guess I'll still be doing it manually until this is fixed…
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Hey everyone, we've received an update that this issue with TreasuryDirect has been resolved. Can you all take a look and let us know how it goes, please?
Thanks!
-Coach Natalie
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just did it -
Added TreasuryDirect - had to hunt, as it was the last entry in the list. Walked thru the menus - had to include the “T” with the numeric (no hyphens) account number. And received the online one- time passcode prompt for each account holding.
Numbers seem correct.2 -
Setup worked for me so far. I will comment again if the connection breaks in the coming days and continues to ask for the one time passcode everyday which was the reason several of us here reverted to tracking this manually.
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Not for me. I did 3 MFA attempts, repeating after a "try again" message. Fourth time worked, showed the account, connected in Simplipfi to what was a manual account. Now it's showing out of the manual account list, but back to erroring.
I tried again, but the MFA email never came through. I tried entering the last MFA code, and ended up here. I gave up at that point.
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Hey everyone, the issue that was reported and subsequently fixed here is regarding ibond and tbond holdings with TreasuryDirect. If you're experiencing a different issue, you will want to create a separate post.
Thanks!
-Coach Natalie
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Hi @Coach Natalie I am having the same issue still, even after this latest fix. I am able to connect my TreasuryDirect account successfully, but the value it shows is the purchase price of my bond holdings, not the current value. It would be like an investment account showing how much I paid for my stocks instead of what their current market value is - not very useful.
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mine seem to be showing accrued value.
also needed the OTP passcode for access
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@trewbux & @ps56k, thanks for letting us know!
Do you both have ibonds and/or tbonds, and those specifically are incorrect in Quicken Simplifi? If so, we will need the following data to reopen the ticket:
- The name of the account, as it appears in Quicken Simplifi.
- The balance for the account in the Accounts List in Quicken Simplifi (this is the list of all accounts and balances on the left side of the Dashboard on the Quicken Simplifi Web App, or the list of all of your accounts when you select "Accounts" from the Quicken Simplifi Mobile App).
- The balance for the account in the Investments Portfolio in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
- The balance for the account as displayed on the bank's website.
- A screenshot of the holdings for the account in Quicken Simplifi (if you have multiple investment accounts, you'll want to filter the page to just this account).
- A screenshot of the holdings on the bank's website for a comparison.
- A screenshot of the Accounts Summary page from the bank's website (the page that lists all accounts and balances - feel free to redact any private info) that has a wide enough scope to show the page URL (this must be taken from a web browser and not a mobile browser).
Please also submit your logs via the 'Send Feedback' option:
- Log into the Quicken Simplifi Web App.
- Select Profile from the left-hand navigation bar.
- With the Profile menu open, hold down the Option key for Mac or the Alt key for Windows, and then click Send Feedback.
- Leave all boxes checked, add a brief description of the issue, and then click Send.
-Coach Natalie
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@Coach Natalie I think the issue is that my holdings are series EE treasury bonds that are converted (originally paper bonds converted to digital holdings w/ TreasuryDirect). So on my account landing page it shows an account balance for 'My Converted Bonds' equal to the total purchase price of the bonds and I have to click through a couple more pages to get to the current value of the bonds as of today with interest. Is this something that the team will be able to address? I can submit the data you described above to get the ball rolling - how do I submit the screenshots?
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@trewbux, thanks for the reply!
Since it sounds like you're experiencing a different issue than what was escalated in this thread, please go ahead and create a new thread to outline the separate issue. Sharing the information outlined above in the new thread would be helpful to us.
We look forward to working with you!
-Coach Natalie
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