The progress for the selected savings goal is reported in the bar graph at the bottom of the page along with the total currently held in the savings goal. The bar is green if you are meeting or exceeding contributions to the savings goal, or yellow if you are falling behind on contributions.
Add Savings Goals to Quicken Home Page
For convenience, you can add the savings goals you reference most often to your Quicken Home Page.
- From the Quicken Home page, click Customize on the upper right.
- Click on Customize this View to add a savings goal progress bar to the existing view, or Create New View to add a progress bar to its own view.
- Under Available Items, scroll down to Planning, then click on Savings Goal Progress.
- Click Add to include one savings goal progress bar to the view. To show multiple savings goal progress bars in a Quicken view, click on Savings Goal Progress and Add again for each goal.
- Click OK when you have finished adding savings goal progress bars. At first you will see the progress bars in the Quicken Home Page view with each bar defaulting to the first goal you have listed in your savings goal.
- To change each progress bar to a different savings goal, click on Options on the upper right of the savings goal progress bar.
- Click on Customize this graph, then select the savings goal you want to see a progess bar for, then click on OK.
More information for Customizing Your Quicken Home Page
Next: Savings Goal Reports
