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Create a Projected Balance for Savings Goals

Terri T

I simply want to be able to go to Bills & Income —> Projected Balances, select a Savings Goal from the "Select Accounts" dropdown and see it on a graph. If not possible, I'd like to see the same chart option within the Planning —> Savings Goals tab.

I have a single Emergency Fund set up in a High Yield Savings Account at my financial institution, but I have auto-transactions set up to disperse this money to individual Planning —> Savings Savings Goals. Now, based on the single account, I can quickly see exactly how much is allocated to Mortgage, Utilities, Taxes, etc.

Unfortunately, when I go to Bills & Income —> Projected Balances and look at "Emergency Funds," it's essentially showing zero because the amounts are now sitting in my Planning —> Savings Goals. Unfortunately, I have no option from the drop down to see the projected balances of those Savings Goals.

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Planning Tools

Accounts

Savings Goals

Reviewed

Projected Balance

Status: Reviewed

Comments

Quicken Anja

Hello @Terri T,

Thank you for taking the time to reach out with your request.

I went ahead and changed your post to an Idea so other users who have the same or a similar request can vote on your idea by clicking the up arrow (see below).

Ideas are also reviewed by our Development and Product teams in order to improve Quicken and implement new features requested by customers.

Thank you!

NotACPA

Seems like a good idea to me. VOTE IT UP by clicking the triangle/arrowhead to the left of the word REVIEWED.