Register Report: Contributions and Withdrawals
To see contributions and withdrawal from a savings goal, run a register report.
- If you are not already in the savings goals list, click on Planning on the top tool bar in Quicken.
- Click on Savings Goals, then click on the savings goal you want to see a report for.
- Click on Report in the upper right tool bar.
- You will see a register report with contributions and withdrawals for the savings goal by date with total inflows, total outflows and the net total (inflows less outflows).
Multiple Account Reporting: Subtotal by Account
In savings goals reports, Quicken sees the accounts used for contributions to and withdrawals from the savings goals as categories.
To see a savings goal register report subtotaled by the accounts used for contributions and withdrawals, follow the step outlined above for a register report, then add the following steps:
- See 'Subtotal by' at the top of the report window.
- The box next to Subtotal will probably say Don't Subtotal. Click on the arrow head on the right of that box and click on Category.
- The savings goal register report is now subtotaled by the accounts used for contributions and withdrawals. The subtotal is straight across to the right of the account under Transfers, with an overall total at the bottom of the report.
