Unknown Account holding part of savings goal?

Hello,

I'm experiencing a strange error with one of my savings goals. As far as I can remember, I've contributed all amounts to this goal from the same checking account shown below, but now I also see that the goal is tracking $340 contributed from an unknown account. This is preventing me from properly withdrawing from the goal, since when I try to withdraw from the goal, the only option for "withdraw to" is my checking account, not the unknown account. This limits me to withdrawing up to $953 instead of up to $1,293, and leaves the unknown $340 unable to be withdrawn. Is there any way to fix this?

Screenshot 2025-11-04 at 10.25.09 AM.png
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Best Answer

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Answer ✓

    @gold3, thank you for coming to the Community with this issue!

    I'm not personally seeing this with any of my Savings Goals in Quicken Simplifi. It may be something corrupt within the Savings Goal itself. The only quick fix recommendation I can think of is to delete and re-create the Savings Goal, and use a "saved so far" amount to indicate the money that has been contributed to date.

    Let us know if this works for you!

    -Coach Natalie

Answers

  • gold3
    gold3 Member

    Thank you, it's unfortunate to learn that there is not an option to fix this without deleting and recreating the goal. But, I was able to successfully do that to fix things

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited November 7

    @gold3, I'm glad to hear that your new Savings Goal is working as expected!

    -Coach Natalie