Way to post a Series I Savings Bond in investments

tully

There doesn't seem to be a way currently to do that; at the moment I have it under 'cash' under 'treasury direct' bonds.

Coach Natalie

@tully, thanks for posting to the Community!

To clarify, are you referring to a connected investment account or a manual investment account? If the former, we have an existing escalation for ibonds and tbonds with TreasuryDirect —

https://community.simplifimoney.com/discussion/5746/treasurydirect-ibond-not-pulling-latest-dollar-amount

https://community.simplifimoney.com/discussion/5743/0-balance-and-no-holdings-with-treasurydirect-edited

If you're referring to a manual account, you should just be able to enter a valid ticker symbol and the number of shares to have Quicken Simplifi track the value. Is there no valid ticker symbol to use for ibonds, or what exactly is the issue with entering these types of holdings in Quicken Simplifi?

Please let us know so we can best assist!

-Coach Natalie