Tell me about savings goals


Once you know how much you need to save, you can track your savings progress in a virtual account called a savings goal account. A savings goal account is a way of hiding money from yourself so you don't inadvertently spend it on something else.


If you need a way to track savings in the context of your overall monthly spending, set up a monthly budget. To create a long term financial plan covering major milestones such as retirement, college, and home purchase, use the Lifetime Planner.

What can I do?

Set up a savings goal
Contribute to a savings goal
See my bank balance when I have a savings goal
Work with savings goals
Withdraw funds from a savings goal

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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.