How to make Savings Goals work with Budget automatically?
Options

FuzzyMonitor
Quicken Windows Subscription Member ✭✭
I establish a savings goal - let's say Fall Trip 2022. I want to save $5,000 by Sept 1. The Savings Goal planner tells me I need to contribute $625 each month in order to meet that goal.
I go into my budget and add Fall Trip 2022 to the view. Is there any way to make the budget automatically aware that the savings goal says I should save $625 per month? And then use that value in the budget?
I go into my budget and add Fall Trip 2022 to the view. Is there any way to make the budget automatically aware that the savings goal says I should save $625 per month? And then use that value in the budget?
Tagged:
0
Answers
-
Yes, by adding a reminder for the amount, Savings Goal (category) and frequency to match the SG. The example below is a reminder called Contribute towards goal, in this case Insurance for $100 monthly. The reminder shows up in Bills and also in the Budget.
0
This discussion has been closed.
Categories
- All Categories
- 13 Product Ideas
- 28 Announcements
- 208 Alerts, Online Banking & Known Product Issues
- 19 Product Alerts
- 745 Welcome to the Community!
- 619 Before you Buy
- 1.1K Product Ideas
- 50.7K Quicken Classic for Windows
- 15.6K Quicken Classic for Mac
- 995 Quicken Mobile
- 784 Quicken on the Web
- 76 Quicken LifeHub