How to make Savings Goals work with Budget automatically?

FuzzyMonitor
FuzzyMonitor Quicken Windows Subscription Member ✭✭
edited March 2022 in Budgeting and Planning Tools (Windows)
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?
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Answers

  • GeoffG
    GeoffG Quicken Windows Subscription SuperUser ✭✭✭✭✭
    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.




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