Remove Savings goal from Savings Goal List?

Stacey
Stacey Member ✭✭✭

I have an old savings goal, actually several. I don't want to delete them, they covered many years with many contributions and withdraws. The balance on these is zero. I don't want to mess the file up with all those deletions and then have something not work. Saw posts about that already.

In the account list, I marked it hide in transaction lists and hide account name in the account bar and list. That does not hide it from the savings goal screen. There should be a way to "complete" one so they don't clutter up the savings goal screen.

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Comments

  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited September 2023

    Why don't you backup you data file, delete the savings goals as designed and check the results? If outcome is as expected, you are done, if not restore the file and you are back to normal. I've deleted savings goals in the past and have not experienced any issues.

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