Savings Goals Entries

NickOfTyme
NickOfTyme Quicken Windows Subscription Member ✭✭
edited December 2022 in Budgeting and Planning Tools (Windows)
Silly question perhaps. When I transfer funds to a savings goal I do not list them on my subsequent recon report. Done is done - move on. I included them on last recon and discovered I have 180+ entries not reconciled going back years. Do I just go back & mark all the old entries as reconciled? That shouldn't hurt anything should it? I take lotsa backups. :)

Answers

  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Savings Goals do not get reconciled, as you've noticed. There is no reason to go back and add "R" to the transactions as that will make spotting the SG entries more difficult. Note that if you delete a SG you have the option to delete the entries. This is the method I use when a non-recurring SG has finished it's need.
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