Customize Savings

You can associate specific accounts with different types of liquid assets.

Customize the Home tab to include the Savings Analysis snapshot.
On the Saving Analysis snapshot, click Options > Customize this report.
To mark certain accounts as contributing to certain types of liquid assets, do the following:
- Click Savings to display the Customize Savings window. Select the categories and tags you want to consider as part of your savings.
- Click Income to display the Customize Income window. Select the categories and tags you want to consider as part of your income.
- Click Emergency Fund to display the Customize Emergency Fund window. Select the categories and tags you want to consider as part of your emergency funds.
In the Minimum Monthly Spending field, enter the amount you must spend each month. Include rent or house payments, loan payments, groceries, and other required household payments. Quicken uses this information, along with the balances you've designated as part of your emergency fund, to let you know how far your emergency fund will stretch.
Remember to select appropriate accounts. checking may be liquid, but if you're like most people, the balance in your checking fluctuates as money comes in and goes right back out again to pay bills. This makes the balance of a typical checking account hard to depend on as a part of your savings or emergency fund.