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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Savings Account Sub-accounts
CoupeDriver
I currently have a Money Market account with my local bank. I'd like to be able to "earmark" portions of the total for specific needs. For example, say the total account value is $5000 and I'd like to set keep separate track of a vacation fund of $500, an insurance set-aside of $300, and a credit card amount of $200.
I've successfully done this with my checking account by creating various cash accounts that I can move funds back and forth, but can't seem to figure out how to do it with a savings account.
I've tried a few things with savings goals but it doesn't seem to work correctly.
Thanks in advance for any suggestions.
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Accepted answers
GeoffG
You should find Savings Goals under Planning tab to be just what you are looking for. You do not need to create any additional accounts and can keep or remove the goal entries when expired.
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GeoffG
You should find Savings Goals under Planning tab to be just what you are looking for. You do not need to create any additional accounts and can keep or remove the goal entries when expired.
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