QMac: Savings Goals (111 Legacy + Merged Votes)

Relatively new customer her who would REALLY love this tool. I have multiple uses for it!

Savings goals/budget rollover is a major deal in many budgeting frameworks (including the one i prefer).

Please implement this feature! I've been a quicken user for 15+ years and am finally considering switching to another software because its just getting too hard to budget with my spouse without the Savings goals/budget rollover features.

it left me frustrated for years why quicken would not add savings goals, until I installed the windows application and learned now the windows quicken manages savings goals. Once you watch and learn how the system does it, you actually do not need the savings goals layered functionality, rather instead use the register to handle it all, just like the savings goals layer. . I am using the Mac version and have 15 savings goals listed under my savings account. Every month they are digitally funded based on target need, just like savings goals, and withdraw on demand funding expenses as they occur. Some of SGs are annual payouts, home insurance, life insuranc, hoa, property tax, auto purchase, etc. and some are random, mini vacations, but they all work perfectly both ways. Let me know if you have questions, but don’t let the missing functionality of automated savings goals hold you back.

Great to see the feedback on savings goals for Qicken for Mac. Unfortunately, it’s a many years now request unanswered from Qicken for Mac.

I have been waiting for years for the Savings Goal feature to be included in the Mac version. The windows version of Savings Goals let me easily put aside funds for annual property tax payments, vacations, car repairs, unexpected expenses etc.

I now use asset accounts as a workaround but that is a messy way to do this compared to the savings goal feature I had used for so many years. Please vote for this feature to be included in a new release.

Thank you for feedback, but I dont understand the process that you suggest. I had to create new asset accounts instead of hiding the funds under just one account as in the Windows version. I transfer the money each month back and forth between the actaul account and the created accounts. This is far more cumbersome than the Windows model. Could you give more detail on what you do. When funds are only" hidden" a toggle of a button gives you the actual amount in your account. Now I have to add up all the asset accounts to balance with the online amount.

Thank You.

Hoping savings goals will be added sometime in the not-too-distant future! I was a Quicken for PC user for many years and used this feature quite a bit before I became a Mac guy with all my home computers.

I have used Quicken since 1993 (DOS version if I recall correctly). I have always been a Windows user until now. I recently got a Macbook and am transitioning my Quicken to the Mac version. I am appalled that the Mac version does not support Savings Goals. How can such a basic budgeting habit, like the old school Christmas Savings Club, not be a basic feature that isn't included at all. I see that this is talked about by many folks and it needs to be added. The development for this feature cannot be that heavy of a lift to include.

[Merged Post]

This is a nice feature if done well/right. I used it for years in Quicken Windows and like many others I was disappointed to find it nonexistent in the Mac version. However, as with many things there is more than one way to skin a cat. I admit workarounds and creative solutions don't meet everyone's needs but there are ways (some of which suggested here) to do this within the current framework. For example, in one instance I have a split transaction in one of my accounts that I manage each month that has a separate line for each savings goal (which are the various annual bills or unpredictable amount expenses). Each month I increase the amount of each one by the amount I have planned to deposit to the subaccount ("goal") and deduct from it if I have to make a payment from a line. This ensures these amounts are essentially deducted from my balance and tucked away for when I need the funds. At the end of the month I simply roll the transaction to the end of the next month. This may not work for everyone, but it's a simple interim solution for some basic savings goal functionality. We have another one similar to this where we set aside monthly the amount we budget for Christmas spending.

I too finally made the switch a few years ago after deciding it was less evil to boot into Windows on my Mac everyday just to use Quicken which I had been doing for over a decade. There are a lot of things on the Mac version that are a lot better and easier but I agree they are very much different software. I woul dlov eto see a zero based budget happen in Quicken for the Mac and that they overhaul the whole budgeting with more cusimization and flexiblity after looking at what many other softwares do well in this area. I will rejoice the day that this happens. As it stands the budgeting in Quicken for Mac is so frustrating.