Budget and Planning Tools

Discussion List

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  Tracking of Credit Card Benefit Usage

  Reviewed checkyourmirrors 158 views 2 comments 1 point Most recent by Quicken Alyssa May 10
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  Include $ amounts in Lifetime Planner's Event List

  Reviewed BK 36 views 1 comment 6 points Most recent by BK May 6
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  Lifetime Planner IDEA: Allow User Reset of Data and Save Multiple "What If" Plan Scenarios

  Reviewed Scooterlam 300 views 4 comments 38 points Most recent by Bradley Roseberry May 5
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  Projected Balances - Use actual estimates rather than next amount for future Reminders

  Reviewed Jim_Harman 48 views 4 comments 4 points Most recent by UKR May 3
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  Fix assumptions report that includes wrong investments

  New IzzyPWD 11 views 0 comments 2 points Started by IzzyPWD April 16
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  Remove obsolete government pension question from LifeTime Planner Edit Pension dialog

  Reviewed CaptainMurphy 71 views 5 comments 5 points Most recent by retird April 12
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  Budgets for Seniors on Social Security

  Reviewed VAuser 52 views 3 comments 3 points Most recent by tgrantdavis April 8
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  Idea for Quicken Classic - Non-taxable Government income

  swan87068 23 views 1 comment 1 point Most recent by Quicken Carlos April 7
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  Request to Include Investment Category in Budget Planning

  Mike Kellen 42 views 3 comments 2 points Most recent by Mike Kellen April 3
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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 827 views 15 comments 39 points Most recent by mikek753b March 31
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  Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

  Reviewed Scooterlam 417 views 13 comments 42 points Most recent by Quicken Anja March 31
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  Collapse Categories in Budget view (6 Legacy Votes)

  Reviewed hmday 866 views 24 comments 32 points Most recent by Quicken Anja March 31
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  Adding grouping to savings goals [Edited]

  Reviewed Stromgarm_1 11 views 0 comments 1 point Most recent by Stromgarm_1 March 3
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  Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

  Under Consideration Scooterlam 724 views 9 comments 49 points Most recent by user17881 February 22
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  Please add Zero Dollar Based budgeting to the software!!! (at least as an option)

  Reviewed ChiTown094 1.7K views 15 comments 25 points Most recent by majorgear February 16
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  This may be outlandish, but how about if I could print just my budget?

  Reviewed jbracco 83 views 6 comments 5 points Most recent by eyehawk51 February 13
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  Budget planning improvement

  New deriter 12 views 0 comments 3 points Most recent by deriter February 4
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  Life Time Planner- Monte Carlo simulations?

  Under Consideration Quicken Community 1.2K views 16 comments 48 points Most recent by Quicken Anja January 31
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  Planning - Budget Roll-forwards

  Reviewed wild56bill$ 12 views 0 comments 4 points Most recent by wild56bill$ January 31
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  Budget - put in annual amount for recurring expenses and choose interval from a dropdown [Edited]

  Reviewed DBrooks 13 views 0 comments 1 point Most recent by DBrooks January 10
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  Tax Planner: Granularity for Retirees

  Reviewed MR WM ROSEN JR 22 views 1 comment 3 points Most recent by Jim_Harman January 2
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  plan assumptions window

  New evilknieval 1 view 0 comments 1 point Most recent by evilknieval December 2025
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  Printing out the results of the Lifetime Planner

  Under Consideration Quicken Community 894 views 14 comments 48 points Most recent by Quicken Anja December 2025
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  Why Doesn't Quicken Offer Finer Breakdown for IRS Tax Schedule A Categories (17 Merged Votes)

  Under Consideration William Toperzer 734 views 33 comments 30 points Most recent by Quicken Janean December 2025
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  Allow importing of previous year budget/spending to new year between Quicken budgets

  Reviewed jrkoyish 21 views 0 comments 1 point Most recent by jrkoyish December 2025
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  Merged: Budget Notes

  Closed wdc 1 view 0 comments 1 point Most recent by wdc December 2025
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  Budget Year Drop Down Menu

  New Elkridge57 32 views 1 comment 1 point Most recent by UKR December 2025
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  In Budget, Distinguish Between Taxable and Tax-Free Dividend/Interest Income

  Already Offered recursor1 34 views 2 comments 1 point Most recent by recursor1 December 2025
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  Add an easy way to tell that a transaction's assigned category is not part of your budget [Edited]

  Reviewed palopetes 41 views 4 comments 1 point Most recent by palopetes November 2025
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  Tax Form 8889

  Reviewed lhoulton 213 views 7 comments 17 points Most recent by KingChuck November 2025