Page tree

  1. Click the Planning tab.
  2. Click the Savings Goals button.
  3. Click Withdraw in the savings goal you want to withdraw money from.
  4. Select the bank account to put money back into, enter the amount to withdraw from the savings goal, and change the date if necessary.


  • When you withdraw funds from a savings goal, you transfer money back into the account you made a contribution from. In actuality, the money never left your bank account; it was just not included in your ending balance. Because the money hasn't left your checking account, savings goal transactions do not affect reconciliation.
  • If you try to spend directly from your savings goal account, Quicken doesn't record the transaction.