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Transfer transaction using categories

hdelaney

Support doesn't seem to understand my transaction. I would like to transfer $100 from my checking into my savings and I would like to designate $10 to be a reserve and $90 to be actual savings. The net effect would be an increase of $100 to the savings account balance yet I would like to see in the savings account I have $10 in reserve and $90 in a category called savings.

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Comments

volvogirl

Look into Saving Goals.

q_lurker

I assume the “savings” is an actual account in the real world and in Quicken.
If so, I would:
a) Create a Savings Goal called Reserve
b) Transfer $100 from Checking to Savings (accounts) matching to the real world transaction
c) Transfer $10 from Savings (account) to Reserve (goal).