- In Quicken, click on Planning on the top tool bar.
- Click on Savings Goals, then click on New in the upper left corner of the pop-up window.
- Enter a name for the savings goal and the total amount you want to save. Enter the finish date, which is the due date for having reached your goal.
- If you have multiple currencies enabled in Quicken, you will see the option for choosing a currency for the savings goal.
- Click on OK to finalize the savings goal.
You will now see your savings goal along with the monthly projected contribution at the very bottom of the Quicken Savings Goals window. If you set up multiple savings goals, you will see the projected contribution change depending on which savings goal you click on. The monthly projected contribution is what you need to save each month to reach your goal, but you can contribute more or less to the savings goal.
