Alright, I hope I’m not the only one that has come across this issue with Quicken.
I have a savings account that was created in Quicken. I download transactions on a daily basis. Here is an example of my situation.
Example: Let’s say there is $1,000.00 in the savings account. I want to reserve $500.00 for some remodeling and the other $500.00 for vacation. I created two savings goal accounts and transfer the money from the savings account to each savings goal account. Well, for some reason I have found that the total of my asset accounts is $171.00 higher than the balance that the bank has. Having the savings goal accounts allows me to create a balance report. The total for all the savings goal accounts should total the balance of the savings account. This way I can also see how the money in the savings account is divided.
My question: Is there a better way to do what I’m doing with just one account. This would allow the balance to always match the bank balance and I would still know the breakdown of the money in the account.
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