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Enter the new goal amount and/or finish date. Select the Edit Goal gear icon in the goal you want to change. To edit an existing savings goal, from the Planning tab, click Savings Goals. Click OK to close the Withdraw From Goal dialog. Enter the amount and the date of withdrawal. Unlike the Contribute To Goal dialog, your only choice is to put the funds back into the account from which they were deducted. Use it to remove funds from the savings goal and put them back into the account from which they were contributed. The Withdraw From Goal dialog, which works much like the Contribute To Goal dialog, appears. Click the Withdraw icon (a small white minus sign in a red circle) or just the word Withdraw. If you have more than one goal, select the one from which you want to withdraw money. Click the Planning tab and choose Savings Goals. You can withdraw funds from your savings goals should you need to do so. Once you have met your savings goal, you can either withdraw the funds from the savings goal so they appear in a Quicken account or delete the savings goal to put the money back where it came from. Scheduled transactions are covered in Chapter 6. To automate contributions to the goal, you can create a scheduled transaction to transfer money periodically from one of your bank accounts to the savings goal asset account. This account is shown, with the total of your contributions, at the bottom of your Account Bar.
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When you create a savings goal, Quicken creates a Savings Goals account to record the goal’s transactions and balance. Your entry will appear in the register of the selected account.
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Click the Contribute icon or click the word itself.Click Show Savings Goal Transactions In Register And Reports.Click the Goal Actions button in the Savings Goals dialog.It also updates the progress bar and information in the Savings Goals dialog. If you choose, Quicken will create an entry in the account register of the account from which the money was contributed. By default, Quicken suggests the projected monthly contribution amount, but you can enter any amount you like. Then enter the amount of the transfer in the Amount box. The balance and name of that account appear in the bottom of the dialog. Select the account from which you want to transfer the money from the From Account drop-down list. To contribute funds to a savings goal, select the Contribute icon (the white cross in a small green circle) to open the Contribute To Goal dialog. NOTE: The name of the savings goal cannot be the same as any Quicken category or account. The finish date should be shortly before you leave for your trip or before you’ve planned your 40th wedding anniversary party.Ĭlick OK to close the dialog, Your Savings Goals dialog appears. If you do not see the Get Started button, click Goal Actions and select New Savings Goal from the drop-down list.Įnter your goal’s name and amount and the date by which you want to have saved the money.
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If you do not see the Planning tab, from the Quicken menu, choose View | Tabs To Show | Planning. Click Get Started to open the Create New Savings Goal dialog as seen next. The Savings Goals startup screen appears. Open the Savings Goals window by choosing Planning | Savings Goals. When her daughter graduated from high school, there was enough money in this “secret” account to pay for a new laptop as the girl went off to college! It prevented her from bouncing checks during the time when the needs of her growing family caused her to keep a dangerously low checking account balance. This helped her save money by making her think twice about writing a check for something they really didn’t need. She simply deducted $10 or $20 from her checking account balance, thus giving the illusion that she had less money in the account than was really there. Kind of sounds silly, doesn’t it? Using Quicken to transfer money from your checking account to another account that doesn’t even exist?īut don’t laugh-the Savings Goals feature really works. If you can’t see the money in your account, you’re less likely to spend it. Although the money never leaves the source bank account, it is deducted in the account register, thus reducing the account balance in Quicken. You set up a savings goal and make contributions to it using the Savings Goals window. Quicken’s Savings Goals feature helps you save money by “hiding” funds in an account.