Schedule a Transfer from savings goal to an account

KennyGolub
KennyGolub Member ✭✭✭
edited September 2022 in Registers & Transactions (Windows)
I use savings goals a lot. I would like to schedule a transfer from a savings goal to my checking, but the calendar will only allow me to add a reminder as an expense and not into the deposit column.
What am I doing wrong ?

Thanks

Comments

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    Are you trying to do this with a transfer reminder?
    I never use transfer reminders because they are so restrictive.

    Instead use a Bill reminder where the "From account" is the savings goal, and the category is your checking account like [Checking].

    Signature:
    This is my website (ImportQIF is free to use):

    http://www.quicknperlwiz.com/

  • KennyGolub
    KennyGolub Member ✭✭✭
    I tried that and it still shows as an expense in the calendar.
  • KennyGolub
    KennyGolub Member ✭✭✭
    edited August 2022
    Found it. Under income and transfers on the bills and income tab. Under add income reminder. Thanks.
This discussion has been closed.

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