How can I put money in a brokerage account into Savings Goals

rkshack · January 2023

I have a money market account in my Schwab Brokerage account. Is there a way to enter some of the balance from that money market account to a savings goal account under planning?

Scooterlam · January 2023

Savings Goal allows you to select a brokerage account. It debits the brokerage cash balance. So, if your MM balance shows as cash, then yes. Help topic below.

https://help.quicken.com/display/WIN/About+savings+goals

How can I put money in a brokerage account into Savings Goals

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