Where “ABC” and “DEF” were replaced with my and my wife’s initials. I started by creating a new “brokerage” account, which I named “US Treasury.”įrom there, I created a new security for each of the bonds that we purchased and gave them descriptive names, like this: While Intuit provides some guidance on how to do this, I ultimately ended up adapting my CD tracking strategy to track our I Bonds. Anyway… My wife and I both bought our annual allotment last year, which meant that I needed to start tracking them in Quicken. The primary limitation with I Bonds is that you can only purchase $10k worth of them ($5k electronic and $5k in paper form) per calendar year per social security number. When it comes to buying I Bonds, you have two options… You can purchase them online using TreasuryDirect or by visiting your local bank. Unlike CD rates, which are fixed, I Bond rates are adjusted for inflation on a semi-annual basis in May and November. For those that are unaware, “ I Bonds” are low risk, inflation-indexed savings bonds issued by the Federal government. Not quite a year ago, my wife and I started investing in Series I Savings bonds.
