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Quicken Savings Goals Tutorial

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How to View Hidden Savings Goals Transfers in Quicken Accounts

Hidden Savings Goals in Quicken

View Hidden Savings Goals Transfers in Quicken Accounts

Screen Shot by Shelley Elmblad
Quicken reduces balance of an account used for savings goal contributions. Those funds are still in the account, they are just hidden so you do not accidentally spend the money you are saving.

To view the actual account balance when using savings goals, you need to disable the feature that hides transfers from the account to savings goals:

  1. Go to the Quicken account register used to contribute to savings goal.

  2. Click on View on the upper right toolbar.

  3. Remove the check next to Hide Savings Goals by clicking on it.

Now you can see the actual account balance, and you will see transactions in the account with a payee called Contribution Towards Goal. The savings goal is found in the category field for these transactions.

To avoid spending money dedicated to savings goals, turn on the Hide Savings Goals option by following this procedure again to place a check mark next to Hide Savings Goals.

Next: Make a Withdrawal from a Savings Goal

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