Community Homepage
Discussions
Categories
Quicken for Mac
Quicken Lifehub
Quicken Mobile
Quicken on the Web
Quicken for Windows
Support
Quicken Classic
Quicken Simplifi
Getting Started
Community Training FAQs
Using and Improving the Community
Announcements & Alerts
Announcements
Alerts, Online Banking & Known Product Issues
Product Ideas
Connect and Engage
The Community Meetup
The Water Cooler
The Lounge
Beta
Home
Quicken Classic for Windows
Paying Bills, Online Billers & Reminders (Windows)
Contributing to multiple savings goals with one transaction
jcreegan
I'm running 5 savings goals. Contributions for each occur monthly, and all source funds come from one account. Rather than create individual transactions and reminders for each, I tried to create one transaction, configuring a split to find all five savings goals with one monthly reminder. It did not work. I can set up the transaction just fine, creating the split without problem. When I click on the enter button, I am asked to choose the transaction type. Regardless which type I choose, nothing happens. The transaction will not enter and update my source account register or any of the savings goal registers.
Support is at a loss on this one.
Has anyone else tried this? If so, did you ever get it to work? If so, how?
Find more posts tagged with
Comments
Sherlock
We may not split a transfer to a savings goal. If you would like use one reminder, I suggest using a
Scheduled Transaction Group
: press
Ctrl + J
and select
Add > Scheduled Transaction Group
Basically, you create the memorized payees from the savings goal transfer transactions and then schedule them to be entered as a group.
jcreegan
Many thanks, Sherlock. Worked like a charm!
Quick Links
All Categories
Recent Posts
Activity
Unanswered
Best Of