I want to change the names of my Savings GOALS....?

I would like to change the names of my savings Goals, but it would seem that Quicken doesn't give you that option as far as I can tell.

Is there a way to change the names of my Savings Goals, without messing up the info in the actual savings accounts that they are tied to?

I have various regular accounts, savings, checking.... I also have various "Savings Goals" categories. Each month I transfer a specified amount out of a particular "regular account" to the corresponding "Savings Goals" to keep track/tally...

If Quicken won't let me edit the name (which I think they should), would it be possible to let say create new "Savings Goals" with the names I want and then copy and transfer the old/existing Goal info to the new Goal account and would it give with the corresponding regular savings.... account, if that make sense.


  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    You can rename it by renaming the savings goal account (right click on the savings goal account name in the account bar).

    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • deex2
    deex2 Member ✭✭
    Thank you, I was previously told I could not change the names so i didn't even bother with the right click...
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