Transfer to/from Savings Goal

CoupeDriver

How do I do this?

Chris_QPW

Sorry @GeoffG but it can be done.  It works like any other transfer.

@CoupeDriver

Select the Savings Goal account.

Select the Plus icon to add a new transaction.

Put in the payee, amount, and whether it is going in or out of the account.

For the category, enter the name of the account that you are transferring the money to.

Below you should see a option to do an "External Transfer".  Select your account from there and save it.

GeoffG

The topic category you selected is Mobile App. You need to make transfers for Savings Goal in Quicken desktop.

CoupeDriver

So, I guess this capability doesn't exist with the Mobile App?

Chris_QPW

Sorry @GeoffG but it can be done.  It works like any other transfer.

@CoupeDriver

Select the Savings Goal account.

Select the Plus icon to add a new transaction.

Put in the payee, amount, and whether it is going in or out of the account.

For the category, enter the name of the account that you are transferring the money to.

Below you should see a option to do an "External Transfer".  Select your account from there and save it.