Budget and Planning Tools

Discussion List

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  Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

  Under Consideration Scooterlam 690 views 9 comments 48 points Most recent by user17881 4:38AM
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  Please add Zero Dollar Based budgeting to the software!!! (at least as an option)

  Reviewed ChiTown094 1.6K 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 77 views 6 comments 4 points Most recent by eyehawk51 February 13
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  Budget planning improvement

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

  Under Consideration Quicken Community 1.1K views 16 comments 47 points Most recent by Quicken Anja January 31
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  Planning - Budget Roll-forwards

  New wild56bill$ 2 views 0 comments 3 points Started 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 14 views 0 comments 1 point Started by DBrooks January 10
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  Tax Planner: Granularity for Retirees

  Reviewed MR WM ROSEN JR 23 views 1 comment 3 points Most recent by Jim_Harman January 2
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  plan assumptions window

  New evilknieval 2 views 0 comments 1 point Started by evilknieval December 2025
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  Printing out the results of the Lifetime Planner

  Under Consideration Quicken Community 884 views 14 comments 47 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 710 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 23 views 0 comments 1 point Started by jrkoyish December 2025
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  Add notes to budget reports.

  Reviewed Scott2 149 views 4 comments 6 points Most recent by Quicken Kristina December 2025
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  Merged: Budget Notes

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

  New Elkridge57 23 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 33 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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  Budgets for Seniors on Social Security

  Reviewed VAuser 44 views 2 comments 2 points Most recent by UKR November 2025
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  Tax Form 8889

  Reviewed lhoulton 194 views 7 comments 17 points Most recent by KingChuck November 2025
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  Improve the functionality of 'Seperate' Accounts in Budget Planner

  Reviewed Don Mueller 61 views 5 comments 1 point Most recent by Don Mueller November 2025
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  50 Year Mortgages in Quicken for Windows

  UKR 93 views 6 comments 5 points Most recent by Quicken Anja November 2025
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  Debt Reduction - Mark Credit Line as Pay in Full

  Reviewed jmclagan 11 views 0 comments 1 point Started by jmclagan November 2025
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  In budget screen we should be able to show full year on one screen

  Reviewed Dennis18@ 12 views 1 comment 3 points Most recent by Lloyd Young November 2025
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  Debt Reduction Planner - Allow for a period of reduced or zero interest

  Reviewed Sisyphus1967 12 views 0 comments 1 point Started by Sisyphus1967 October 2025
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  Have the Budget tool as a breakaway window

  Reviewed mikn67 2 views 0 comments 2 points Started by mikn67 September 2025
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  Do a real budget forecast and make Quicken more useful

  Reviewed Dennis6@ 22 views 0 comments 1 point Started by Dennis6@ September 2025
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  Budgeting Tool - Make it CASHFLOW sensitive

  Reviewed here's hoping 22 views 1 comment 1 point Most recent by Scooterlam July 2025
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  Feature Suggestion: Category & Budget Filtering Options

  Reviewed Smithrp56 11 views 1 comment 1 point Most recent by Jim_Harman July 2025
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  Debt Reduction Planner - Add Ability to Adjust Minimum Payment [Edited]

  Reviewed kficek 63 views 4 comments 3 points Most recent by Jim_Harman June 2025
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  Planner width adjustable

  Reviewed jsnider47 41 views 5 comments 5 points Most recent by UKR June 2025