allow Hiding or Archiving of Savings Goal accounts on Savings Goals page

md.

I have created numerous Savings Goal accounts over the years for things like home improvements and major purchases. I now have 21 SGs, only 8 of which I am still tracking. I have hidden the old ones from the account list and also from transaction entry lists, but I still have 5 pages of Savings Goals on the Planning » Savings Goals page. It would be nice if that page could be configured to only show active Goals.

Perhaps the Edit Goal dialog could have a field called Complete? Or an option to Close a SG, like normal accounts, where it would hide it from lists and mark it complete? The Savings Goal screen would then need a filter to view only the active SGs. I realize that there is already a "Complete" filter, but I would only want to see the "Incomplete" SGs. In addition to the fact that "Complete" does not show any of my SGs when selected, whether I have already met the goal, spent down all the money, or if the date has already passed. Honestly, I don't know what the current "Complete" means in the context of this filter.

Or, to keep it really simple, just add a filter to only show goals with the Date in the future. And please make that the default!

Also, interestingly, the developers have chosen to color SGs that have met their goals as red, which looks like there is a problem. I think green would have been a more natural choice.

md.

Bump. How does this work? Does someone look at these or do they just exist until they get enough interest for it to come to the attention of someone at Quicken?

Quicken Kristina

Hello @md.,

To answer your question, once an Idea post gets enough votes, moderators forward it to our teams for consideration.

Linking the idea in relevant discussions can help gain votes. Posting to the Idea thread can also help, since it pushes it back into recents, where more people are likely to see it.

I hope this helps!