Treasury Bills, Notes and Bonds

Hello @Kandaswamy,

Thanks for posting your inquiry to the Community!

When it comes to managing your investments in Simplifi, if the bank you use isn't supported to connect to, you can track them manually; Simplifi will track holdings and cash for manual investment accounts. If a valid ticker symbol isn't available for your Treasury Bills, Notes, or Bonds, you can create them manually in Simplifi, however, Simplifi wouldn't be able to update the value automatically when doing so, and you would instead need to update the value manually, or by adding manual "cash" to the account. However, if the holdings in question have a valid ticker symbol, you can add it in Simplifi for automatic value updates. For more details on tracking investments in Simplifi, please see our Support Articles here, here, and here. 

With Early Access, you can now also create Investment Transactions in Simplifi. However, Investment Transactions are a behind-the-scenes type of scenario, and they will not impact your Portfolio or Account Balances in any way. For more details on managing Investment Transactions in Simplifi, please see our Support Article here, as well as our Product Update post here. 

Also, when it comes to connecting to TreasuryDirect specifically, it looks like this financial institution may be available in Simplifi under "Commerce Bank - TreasuryDirect". Have you tried connecting to this option, by chance?