To edit a savings goal:
- 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 edit.
- Click on Edit on the upper left.
- Change the amount or finish date, then click OK to save your changes.
To delete a Quicken savings goal:
Deleting a savings goal in Quicken automatically returns all funds contributed to the savings goal to the accounts the funds were contributed from.
- 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 delete.
- Click on Delete on the upper left of the savings goal window.
- Quicken asks if you want to keep the asset account for your records.
- Click on Yes to delete the goal, but keep asset account. This results in the savings goal being deleted from the savings goal list, but the asset account is retained with a zero balance. Keeping the asset account is useful if you want to see the activity for this savings goals in reports.
- Click No to delete both the savings goal and the account.
- Click on Yes to delete the goal, but keep asset account. This results in the savings goal being deleted from the savings goal list, but the asset account is retained with a zero balance. Keeping the asset account is useful if you want to see the activity for this savings goals in reports.
- All funds withdrawn or contributed to the savings goal are returned to the originating account. To verify, select an account used with the deleted savings goal and set the option to view hidden savings goal transfers if it is not already set for the account.
