How do I Withdraw Funds From a Savings Goal

10 people found this helpful


       Remember that your savings goal account isn't a real account it's only a way to track money that you're saving. If you try to spend directly from your savings goal account, Quicken doesn't record the transaction. You must first transfer the money back to a Quicken bank account, and then spend it from the bank account.

  1. Click the Planning tab.
  2. Click the Savings Goals button.
  3. Click Withdraw in the savings goal you want to withdraw money from.
  4. Select the bank account to put money back into, enter the amount to withdraw from the savings goal, and change the date if necessary.

        Notes

  • When you withdraw funds from a savings goal, you transfer money back into the account you made a contribution from. In actuality, the money never left your bank account; it was just not included in your ending balance. Because the money hasn't left your checking account, savings goal transactions do not affect reconciliation.
  • If you try to spend directly from your savings goal account, Quicken doesn't record the transaction.



 

Help us improve our support center
Still can't find what you're looking for? Contact Support
Ask our community for help and to learn more about Quicken

Still can't find what you're looking for? Try these:

Contact Support

Free expert help from our Quicken
Customer Support team.

Talk to Support
Community

Get help from expert users — the best
place for your tough questions.

Ask Our Community
Premium Support

Get priority access to our expert Quicken agents.
Skip the line and enjoy shorter wait times.

Learn More
Contact Support
Find what you need right now. Or talk to our support team for expert help.
Chat with us Wait time: Estimating...
Call us (650) 250-1900 Wait time: Estimating...
Ask the community