newbie question--can this be done in Quicken?

Hi! I've just started using Quicken last month. I'm very slowly making my way through its features. Today a question occurred to me. For several years, I have been keeping an Excel workbook for my "freedom account." That is a savings account where I contribute money twice a month for things that only occur occasionally, such as car insurance premiums, Christmas gifts, day trips, etc. I manually enter the deposits and withdrawals. It's got a sheet where I estimate what those expenses will be per calendar year, and the other sheet breaks those expenses into bi-monthly deposits.

I do have this freedom account included in my Quicken program, but I'm wondering if there is a way to incorporate the workbook into Quicken. If so, how would I do that? Hope this makes sense!



  • GeoffG
    GeoffG SuperUser ✭✭✭✭✭
    If you use F1 (Help) in Quicken and search on Savings Goal, you will uncover a treasure trove of features I think you will find very helpful in accomplishing what you need.
    user since '92 | Quicken Windows Premier - Subscription | Windows 11 Pro version 22H2
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