How to View the True Balance of Bank Account With Savings Goal Transactions Within It

Savings goals help you create savings by "hiding" money within your real bank account. Your bank balance is reduced in Quicken by the amount of money that is "transferred" to your savings goals account, but your real bank account is not affected. You can switch between seeing your balance with or without the savings goals.

  1. Open the account register with a savings goal.
    • From your account register:
      • In Quicken 2013: Select the Actions gear icon at the very top of your register (Ctrl + Shift + N)
      • In Quicken 2012 and older: click on Account Actions
    • Then select Hide savings goals.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.