Budgeting and Planning Tools (Windows)

Discussion List

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  Lifetime Planner Bug and Idea List - Make Yourself Heard!

  New Scooterlam 1.4K views 29 comments 22 points Most recent by ANONIEM PERSOON August 4
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  Why Doesn't Quicken Offer Finer Breakdown for IRS Tax Schedule A Categories (17 Merged Votes)

  New William Toperzer 157 views 27 comments 10 points Most recent by [email protected] July 25
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  Multi account Transfer reminders

  New RobB 44 views 6 comments 3 points Most recent by RobB July 16
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  Add Tax line item for 1040 line 29 "Self employed Insurance Deduction".

  New Unknown 265 views 7 comments 5 points Most recent by hpllc July 8
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  Allow Credit/Equity Line of Credit accounts on Paycheck Wiz /Bill Reminder Account Graphs

  New YingDave 13 views 0 comments 1 point Started by YingDave July 6
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  Loan What If: Future Dates

  New Unknown 13 views 0 comments 0 points Started by Unknown July 3
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  Budget Enhancement - Allow drill-down from budget bar graph to transaction list for past months spen

  New Scooterlam 66 views 4 comments 3 points Most recent by UKR June 22
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  Collapse Categories in Budget view (5 Legacy Votes)

  New hmday 189 views 11 comments 4 points Most recent by UKR June 20
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  Savings Goals Sort

  New Dr. Livingston 44 views 4 comments 8 points Most recent by bickjm June 13
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  Can Savings Goal show something other than a Monthly Goal

  New Harold Terranova 50 views 5 comments 1 point Most recent by NotACPA May 22
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  Loan What If Tool option

  New skmzwanke 15 views 0 comments 0 points Started by skmzwanke May 22
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  One Click to Collapse and Expand all Categorizes in Budget Tab View

  New riggz609 17 views 2 comments 1 point Most recent by riggz609 May 19
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  Setting up loan for planned home purchase - how to choose specific accounts to fund the down payment

  System 25 views 2 comments 0 points Most recent by Quicken Sarah April 30
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  Improve Savings Goals [edited]

  New glenn 27 views 2 comments 0 points Most recent by glenn April 28
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  Automate tax lot identification

  New BRAD GOLDBERG 17 views 1 comment 0 points Most recent by NotACPA April 22
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  Printing out the results of the lifetime planner

  New Unknown 117 views 3 comments 8 points Most recent by acferrad April 21
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  Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

  New Scooterlam 37 views 1 comment 9 points Most recent by acferrad April 21
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  Improvement to Excel export

  New thumpersmom 12 views 2 comments 1 point Most recent by thumpersmom April 20
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  Budget Idea: Make Everything Else Category, "Actual" Clickable to Show Transactions

  New Scooterlam 19 views 0 comments 3 points Started by Scooterlam April 18
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  Savings Rate and Investment Rate Returns should be separate

  New neil154 2 views 0 comments 1 point Started by neil154 April 17
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  Allow User Reset of Lifetime Planner Data and to Save Multiple "What If" Plan Scenarios

  New Scooterlam 50 views 0 comments 9 points Started by Scooterlam March 30
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  Life Time Planner Social Security Income

  System 28 views 10 comments 0 points Most recent by Mark Whitton March 30
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  Budget Enhancement - Add the ability to insert comments/notes into the Annual View (14 Legacy Votes)

  New Scooterlam 318 views 26 comments 10 points Most recent by Timothy Kevin McPike March 30
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  Select the Order of Budget Columns vs. Budget Report Columns (2 Legacy Votes)

  New imdcareys 119 views 5 comments 10 points Most recent by imdcareys March 21
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  Projected Balances & Savings Goals

  New Chris Harris 72 views 1 comment 1 point Most recent by Chris Harris March 15
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  Projected Balances Incorrect

  Accepted Answer Closed System 49 views 2 comments 0 points Most recent by Pollyg March 1
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  Biweekly Budgeting (16 merged votes)

  New Kip Gordon 580 views 54 comments 5 points Most recent by imdcareys February 14
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  Electric vehicle tax credit (3 Legacy Votes)

  New KenB 28 views 2 comments 3 points Most recent by Boatnmaniac February 10
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  Tax Planner - Compute taxable Social Security income

  New Rocket J Squirrel 221 views 8 comments 20 points Most recent by Boatnmaniac February 10
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  Update Lifetime Planner to Reflect Changes to IRA Handling due to SECURE Act

  New Scooterlam 108 views 1 comment 18 points Most recent by Hownow February 8