Withdrawal from a completed savings goal - goal now says I need more?

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karensc7
karensc7 Member ✭✭
in New to Quicken/Getting Started (Windows)
I tried Simplifi before coming to Quicken and with Simplifi, you would see the amount withdrawn on the savings goal bar. It kept tabs on how much you had saved towards the goal and didn't deduct from the goal just because you spent from it.

I just withdrew money from a full savings goal (our kids Christmas gift goal) and now Quicken is telling me that I need X amount to reach the goal... I had hoped that it would have been intuitive like Simplifi, but I guess not?

Is there a good workaround for this so I can see at a glance if a goal is filled, despite being spent from, on the Savings Goal screen (as opposed to going into the savings goal account and looking there.)

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
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    Quicken's savings goal accounts are treated more like a sub account than just a savings goal that hit some maximum and then locks in.

    I think for what you want to do, looing in the savings goal account might be the only way to do it.
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  • karensc7
    karensc7 Member ✭✭
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    I figured as much, @Chris_QPW. Thanks! I came up with my own idea - edit the name of the Savings Goal if it's been completed to start with an *. It's not as clean as Simplifi, but it'll do for now. :)

    And may I ask - looing? Clueless...
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    edited December 2021
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    Good idea.

    As for "looing" sorry I was doing this from my phone talking and it didn't hear right.   :)

    it was supposed to be looking.  Text to speech is not always that great.

    Oops speech to text.  :smile:
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