starting budget balances from another software?

lemen99 Member ✭✭
I was using then YnAB and didn't like the software.  Now I am trying out Quicken.  I have some positive balances (for example we are saving some money in our Travel budget for a trip this summer) that I want to roll over from the previous software.   Let's say my travel budget each money is $100/month, but I already have $300 saved in that budget. how do I capture this in Quicken as a new user? Thank you!

Best Answer


  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    I would suggest using Savings Goals on the Planning tab.
    user since '92 | Quicken Windows Premier - Subscription | Windows 11 Pro version 22H2
  • lemen99
    lemen99 Member ✭✭
    thank you!
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