Quicken 2019 Premier Edition Planning

Today I attempted setting up an Emergency Fund. Created a Category Emergency Fund and assigned a Savings Account To and From. Selected Category in planning and checked the To and From account settings. Select Planning process and there is no display of "Emergency Fund Category. However in Personal Expenses one savings account item erroneous displays. Any help here is appreciated please?

Best Answer


  • jdev1268jdev1268 Member ✭✭
    Thank you for being helpful. If you view my post attachments I show to and from Account selected and checked.
  • Quicken SarahQuicken Sarah Administrator, Moderator ✭✭✭✭
    Hello @jdev1268

    Thank you for providing the screenshots of the Emergency Fund Categories and Budget selections.

    I review the attached screenshots and noticed that the Emergency Fund category itself is shown in the attached screenshot and shows the FROM and TO categories, but @GeoffG is asking about the Category Type "Transfer Out" area and if the account is selected in the Transfer Out section.

    Please let us know, thank you.

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