Allocating Money in a Brokerage Account

mfelmlee

I have a fairly large purchase coming up in the next 6 months. I was thinking of creating a "property & debt" item that represents that purchase. Then enter a transfer from my fidelity brokerage account into that. But I'm guessing every time I do an Update I'll get an error that my cash balance does not match the on-line balance. The only way I can think of is to open a new account with Fidelity and move that money there for safe keeping. Otherwise I would need a post note saying "Don't spend $xxxxxx.xx dollars!" :-)

Scooterlam

Have you looked into using "savings goals" in Quicken? Seems like it might be what you need. Find it under the Planning>Savings Goals tab.

See help topic here:

https://help.quicken.com/pages/viewpage.action?pageId=3216828