How can I put money in a brokerage account into Savings Goals

rkshack

I have a money market account in my Schwab Brokerage account. Is there a way to enter some of the balance from that money market account to a savings goal account under planning?

Scooterlam

Savings Goal allows you to select a brokerage account.  It debits the brokerage cash balance.  So, if your MM balance shows as cash, then yes.  Help topic below.

https://help.quicken.com/display/WIN/About+savings+goals