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Budgeting and Planning Tools (Windows)

4

Up

Improvement Needed On "Annual View" of Budget Template

New Jeff Bradley 162 views 6 comments 4 points Most recent by Chris_QPW May 13
43

Up

Lifetime Planner Bug and Idea List - Make Yourself Heard!

New Scooterlam 2.8K views 60 comments 43 points Most recent by Scooterlam May 12
23

Up

Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

New Scooterlam 121 views 7 comments 23 points Most recent by mikek753b May 12
3

Up

Lifetime Planner: add an "exclude this" tag

New Rocket J Squirrel 25 views 0 comments 3 points Started by Rocket J Squirrel May 12
20

Up

Budget Enhancement - Add the ability to insert comments/notes into the Annual View (14 Legacy Votes)

New Scooterlam 688 views 32 comments 20 points Most recent by PhotoCitizen May 11
2

Up

Lifetime Planner IDEA: Set Rate of Return by Account Using 3/5 Year Account Return

New JasonPerrone 45 views 2 comments 2 points Most recent by JasonPerrone May 4
75

Up

Update Lifetime Planner to Reflect RMD Changes to IRAs due to SECURE Act

Under Consideration Scooterlam 527 views 16 comments 75 points Most recent by Chris_QPW April 11
3

Up

Link Debt reduction Plan to Existing Debt Payments

New branchleft99 23 views 1 comment 3 points Most recent by [email protected] April 6
2

Up

Link Debt Reduction planner to bill payment reminders

New [email protected] 14 views 0 comments 2 points Started by [email protected] April 6
19

Up

Why Doesn't Quicken Offer Finer Breakdown for IRS Tax Schedule A Categories (17 Merged Votes)

New William Toperzer 314 views 28 comments 19 points Most recent by SomebodyInGNV March 22
2

Up

link projected balances with budget

New Peapod44 41 views 0 comments 2 points Started by Peapod44 March 19
9

Up

Tax Planner: Charitable Contributions with Standard Deduction

New dexmom 80 views 4 comments 9 points Most recent by BK March 15
3

Up

Savings Goal Reporting

New MarthaW 24 views 0 comments 3 points Started by MarthaW March 10
1

Up

Savings Goals Editing

New MarthaW 14 views 0 comments 1 point Started by MarthaW March 10
35

Up

Savings Goals Sort (+1 Merged Vote)

New Dr. Livingston 345 views 26 comments 35 points Most recent by MarthaW March 10
2

Up

search for recurring transactions

New laura 22 views 1 comment 2 points Most recent by Jim_Harman March 7
23

Up

Allow Users to Add Tax Forms to Tax Planner (+18 Merged Votes)

New Boatnmaniac 393 views 23 comments 23 points Most recent by CSlouis February 19
14

Up

Select the Order of Budget Columns vs. Budget Report Columns (2 Legacy Votes)

New imdcareys 194 views 7 comments 14 points Most recent by imdcareys February 12
3

Up

Lifetime Planner IDEA: Add a Pension Lump-Sum Distribution Option

New Scooterlam 72 views 1 comment 3 points Most recent by PolymerMan February 12
5

Up

Lifetime Planner IDEA: Add Lifetime Planner Card to New Homepage Dashboard

New Scooterlam 71 views 1 comment 5 points Most recent by user17881 February 10
20

Up

Collapse Categories in Budget view (6 Legacy Votes)

New hmday 452 views 19 comments 20 points Most recent by rich February 5
23

Up

Life Time Planner- Monte Carlo simulations?

New Quicken Community 512 views 5 comments 23 points Most recent by Jim_Harman February 3
8

Up

Home Purchase/Sale Wizard [edited]

New K.O. (Win-Premier) 1.9K views 16 comments 8 points Most recent by Wind_Woman January 24
7

Up

Lifetime Planner IDEA: Add a Comprehensive Tax Model in LTP as a User-Selected Option

New Scooterlam 53 views 2 comments 7 points Most recent by Scooterlam January 22
2

Up

The posibility of choose to rollover to the next month or the whole year

New ati20031 56 views 0 comments 2 points Started by ati20031 January 14
4

Up

Tax Planner - Change Default Year to the Last One Opened

New mrzookie 18 views 0 comments 4 points Started by mrzookie January 12
3

Up

Better Budgeting

New overrod 53 views 5 comments 3 points Most recent by Sherlock January 11
5

Up

Lifetime Planner does not show "Rate of Return"

New scarr123 43 views 1 comment 5 points Most recent by Scooterlam January 1
24

Up

Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

New Scooterlam 212 views 4 comments 24 points Most recent by Scooterlam December 2021
18

Up

Remove Budget Rollover Balance Year to Year - How-to and Idea (2 Legacy Votes)

New MarkD 1.4K views 21 comments 18 points Most recent by Scooterlam December 2021

Categories

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