Agreed, also CDs can be added

I think the related suggestion for marking accounts as illiquid would solve the CD use case. https://changemap.co/projectifi/projectifi/task/6921-dont-allow-withdrawals-until-x/

I would also allow for treasuries.

Agree, would love to be able to separately prioritize buying maximum i-bonds allowed before saving in other ways so this would be great to add!

This would be a great feature. Being able to add I-Series bonds and describe how they should be used in the draw-down would be very useful. Although it is more complex, having PL properly treat the tax when selling the I-Series would be great. In terms of growth, entering the fixed rate of the bonds is pretty straight-forward, but dealing with the variable rate changes in May and November would take more thought.

Would love this option for both Series I and EE bonds.

Adding this, I’m presently tracking my I-series as a savings account, but it’d be nice if it tracked with actual I-series inflation calculations.

I don’t think they act all that differently than a cash account, in the big picture.

This would be hugely helpful, particularly if PL can automatically pull in the ever-changing fixed and floating interest rates from the Treasury internet sites and properly account for these. Even better if it could recommend when to sell and re-buy to capture better fixed rates going forward, for example once the 5-year lockup period has passed, so that the iBond can be cashed without penalty. If the forward fixed rate is much better, it would behoove the holder to cash the current bond and get a new one, if the plan calls for holding these for many years.

Further, this would help correct the “percentage of bonds” making up overall assets, which is currently thrown off by mischaracterizing I-Bonds under “savings”

I think Treasuries can be modeled as if they were in a normal brokerage account. The major issue with the I-series savings bonds is tax deferral until maturity.