Budget and Planning Tools

Discussion List

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  Debt Reduction Planner - Add Ability to Adjust Minimum Payment [Edited]

  Reviewed kficek 53 views 4 comments 1 point Most recent by Jim_Harman June 19
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  Lifetime planner needs additional anticipated return values for investments

  New jimkarl 19 views 1 comment 1 point Most recent by Jim_Harman June 5
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  Add "Self Employed Health Insurance" Tax Line Item

  Reviewed workindad 104 views 4 comments 3 points Most recent by Bill_H May 27
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  Select the Order of Budget Columns vs. Budget Report Columns (2 Legacy Votes)

  Reviewed imdcareys 254 views 9 comments 15 points Most recent by Framer Inc May 20
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  Add notes to budget reports.

  Reviewed Scott2 115 views 2 comments 5 points Most recent by jagcard2 May 16
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  Improvements to Credit Card Bill Reminders [Edited]

  Reviewed Frenchy 21 views 0 comments 1 point Started by Frenchy May 5
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  Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

  Under Consideration Scooterlam 606 views 7 comments 46 points Most recent by Quicken Anja May 2
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  Budget certain categories based on last years monthly seasonal pattern i.e. Electricity, gas, etc

  Reviewed Framer Inc 30 views 0 comments 1 point Started by Framer Inc April 24
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  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Under Consideration Scooterlam 473 views 17 comments 51 points Most recent by Quicken Kristina April 21
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  Why Doesn't Quicken Offer Finer Breakdown for IRS Tax Schedule A Categories (17 Merged Votes)

  Under Consideration William Toperzer 565 views 30 comments 29 points Most recent by Quicken Kristina April 21
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  Add Tax Planner Summary Fields to Briefly Describe Scenarios

  Reviewed Scooterlam 114 views 10 comments 14 points Most recent by BobS2 April 3
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  Add Opening & Ending $ Balance Above Projected Balances Chart - * Please *

  Reviewed akweingi 52 views 1 comment 2 points Most recent by BobS2 April 3
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  Make Subtab of Planning Tab Customizable

  Reviewed Doug 31 views 1 comment 1 point Most recent by BobS2 April 3
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  Lifetime Planner - Ability to Maximize Popup Screen

  Reviewed rgmccollum 21 views 0 comments 4 points Started by rgmccollum April 1
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  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 254 views 9 comments 34 points Most recent by LeaningTower March 15
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  Under Home (dashboard), the Main view of What's left, can that be changed to EOM?

  Reviewed Scott R. Eliasson 37 views 1 comment 3 points Most recent by Quicken Anja March 13
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  Tax Planner - Compute taxable Social Security income

  Under Consideration Rocket J Squirrel 1.7K views 34 comments 60 points Most recent by Boatnmaniac March 10
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  Fix Current Budget Report Heading Error

  Reviewed Stephen Kimmel 21 views 0 comments 1 point Started by Stephen Kimmel March 9
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  Planning - Savings Goals

  Reviewed Earthquick 27 views 0 comments 3 points Started by Earthquick March 4
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  Option to include future reminder transactions in Budget reports

  Reviewed brockmari 39 views 1 comment 2 points Most recent by UKR March 3
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  Additional budget transaction details in Annual view of Budget Planner

  Reviewed brockmari 20 views 0 comments 3 points Started by brockmari February 28
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  Collapse Categories in Budget view (6 Legacy Votes)

  Reviewed hmday 750 views 23 comments 31 points Most recent by brockmari February 28
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  Lifetime Planner Bug and Idea List - Make Yourself Heard!

  New Scooterlam 4.4K views 78 comments 65 points Most recent by JasonPerrone February 20
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  choose accounts to use in Life Time Planner (LTP)

  Reviewed cmoore 44 views 0 comments 1 point Started by cmoore January 16
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  Tracking of Credit Card Benefit Usage

  Reviewed checkyourmirrors 71 views 1 comment 1 point Most recent by Quicken Kristina January 5
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  Easier grouping of budget lines

  New BruceStorey 22 views 0 comments 1 point Started by BruceStorey January 5
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  Projected Balances - Use actual estimates rather than next amount for future Reminders

  Reviewed Jim_Harman 35 views 1 comment 3 points Most recent by Chris_QPW January 1
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  Feature Request - Stop scrolling to top on Refresh

  Reviewed SteveInReno 45 views 1 comment 2 points Most recent by Quicken Anja December 2024
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  Feature Request - Stop rolling over last year into January automatically

  Reviewed SteveInReno 42 views 1 comment 2 points Most recent by Quicken Anja December 2024
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  Enhancements for Savings Goals

  Reviewed MarthaW 56 views 3 comments 2 points Most recent by Quicken Anja December 2024