Brokerage Accounts;

I'm using Q2013, but it's probably the same in Q2014.

In Q2013, I only see one reference to goal, related to investments. I get there with the following Menu path: Investing Security List "selected security" Edit Security Details Other Info (button to the lower right of the screen)

In that final pop-up, I see "Investing Goal" & a button to the right of the drop-down that says "Edit Goals..."

If that is the area to which you're referring & after making changes there, you're looking for the account to be grouped with your other retirement ac counts (e.g. a 401k or a 403b account), the goal functionality won't do wha t you're expecting. You've captured the very reason in your last paragraph . A particular investment might appear in more than one account and those accounts might have different goals.

Financial goals are generally at the account level. You'll probably find t hat the "retirement" accounts need to be set up using the 401k or 403b acco unt type.

"Todd" wrote

Using Quicken 2014 Home and Business

For years, I've had my different investments, Mutual Funds mostly, set up with a goal such as, New Car, New Home, Kids Education, Retirement. I believe these are goals set up for each investments. Recently I created a Fidelity Brokerage Account but I can't figure out how to put it under the existing categories I have.

Example, I'm Consolidating 7-Mutual Funds earmarked for Retirement into one Brokerage Account. I can't get the Brokerage Account to be listed with my other Retirement stuff.

Also, If I have two brokerage accounts that both contain the same stock, that stock is listed only once in the Security's List, therefore, how can I show the goal of that security to be in Retirement unless both brokerage accounts are for retirement.

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I know of no change in Q2014 such as you imply.

Quicken investment Goals do not apply to Quicken accounts ... they apply to Securities.

There have always been two classes of Quicken investment accounts: plain investment accounts and retirement investment accounts. The only characteristic that separates the two account classes is whether they are "tax deferred" or not. It is not necessarily a definitive distinction ... but it is all there is.

To designate an account (any Quicken account) as tax deferred: click the Edit button on the account in your Account List, and on the resulting Display tab, choose Tax Deferred, "Yes".