1. Home
  2. Quicken Personal Finance
  3. Community Discussion: How can I setup one transaction to transfer funds to many savings goal accounts?

Community Discussion: How can I setup one transaction to transfer funds to many savings goal accounts?

How can I setup one transaction to transfer funds to many savings goal accounts?

Found at:

formatting link
The original poster is correct: you can't transfer funds to a savings goal in a split.

I don't believe transfers to multiple savings goals can be done with "one transaction".

[I also tried using a Scheduled Transaction Group; that too failed. Which I find strange, because Scheduled Transaction Groups don't enter "split transactions"; they enter an individual transaction for each Memorized Transaction in the Group. But when I clicked "Enter" on my Scheduled Transaction Group containing two memorized transactions for two different Savings Goals ... no transactions were entered. Nothing happened; no error message ... nothing.]

One way I can think of for the op to achieve the desired result is to create one Auto-enter Scheduled transaction for each savings goal.

[I think Quicken should display the error message that the op displayed, when ever Quicken is refusing to enter multiple savings goal transfers - Quicken should not simply do nothing.] [I wrote this before mshiggins first reply was posted.]
Reply to
John Pollard
Loading thread data ...

My apologies: I looked in on the Community discussion this morning and saw that the original poster followed mshiggins suggestion and was able to successfully use a Scheduled Transaction Group to accomplish the task.

While what I wrote in my initial post here was what happened, I can not reproduce that problem now.

This morning I have successfully setup a Scheduled Transaction Group for two Memorized Transactions - each Memorized Transaction transfers funds from a checking account to a Savings Goal (each Memorized Transaction transfers from the same checking account, but to a different Savings Goal).

Reply to
John Pollard

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.