Budgeting and Planning Tools (Windows)

Discussion List

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  31

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  Printing out the results of the Lifetime Planner

  Reviewed Quicken Community 521 views 12 comments 31 points Most recent by Barry Jedrick September 16
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  3

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  Make the sort option on "Planing\Savings goals" "sticky"

  Reviewed Greg Lampe 21 views 1 comment 3 points Most recent by Stacey September 12
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  1

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  Flexible Budget Month

  Reviewed dowens739 22 views 2 comments 1 point Most recent by UKR September 9
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  23

  Up
  Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

  Reviewed Scooterlam 121 views 4 comments 23 points Most recent by gazer September 6
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  33

  Up
  Life Time Planner- Monte Carlo simulations?

  Reviewed Quicken Community 711 views 9 comments 33 points Most recent by Scrappydoo September 2
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  5

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  Improvement Needed On "Annual View" of Budget Template

  New Jeff Bradley 191 views 7 comments 5 points Most recent by bobc3 September 2
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  12

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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Active mikek753b 141 views 5 comments 12 points Most recent by wassonsubs August 30
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  2

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  Show overage amount on budget graph bars

  Reviewed buttersh 11 views 0 comments 2 points Started by buttersh August 27
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  1

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  Optionally sum first numeric values in Report's memo fields

  Reviewed fggates 22 views 2 comments 1 point Most recent by Jim_Harman August 22
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  99
  Update Lifetime Planner to Reflect RMD Changes to IRAs due to SECURE Act

  Planned Scooterlam 1.2K views 41 comments 99 points Most recent by Quicken Anja August 19
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  34

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

  Under Consideration Boatnmaniac 591 views 27 comments 34 points Most recent by Quicken Jasmine August 15
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  10

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  Please add Zero Dollar Based budgeting to the software!!! (at least as an option)

  Reviewed ChiTown094 351 views 5 comments 10 points Most recent by QWinUser July 14
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  51

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  Lifetime Planner Bug and Idea List - Make Yourself Heard!

  New Scooterlam 3.6K views 66 comments 51 points Most recent by Scooterlam July 11
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  Merged: Lifetime Planner Report

  JamesJohns 11 views 0 comments 1 point Started by JamesJohns July 9
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  3

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  Lifetime Planner: Add Stock Option Vesting Schedules [Edited]

  Active shermani 51 views 2 comments 3 points Most recent by shermani July 8
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  3

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  Expand and Collapse Buttons in Budget view

  Reviewed JLP1976 61 views 3 comments 3 points Most recent by paula.michele July 4
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  2

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  Budget Suggestion

  Active KelleyH 21 views 1 comment 2 points Most recent by UKR June 18
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  1

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  Collapse All capability for holdings in Capital Gains Estimator tool

  Active leishirsute 11 views 0 comments 1 point Started by leishirsute June 10
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  5

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  Lifetime Planner IDEA: Set Rate of Return Based on Investment Portfolio Weighted Asset Classes

  Active Scooterlam 111 views 5 comments 5 points Most recent by Rocket J Squirrel June 5
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  1

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  Feature Request - transaction in register automatically withdrawal from savings goal

  Active daxlogan 71 views 3 comments 1 point Most recent by mshiggins June 2
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  5

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  When creating a budget for next year allow for Inflation adjustment of budget amounts (Q Windows)

  Active UKR 31 views 3 comments 5 points Most recent by Qkn Junkie May 12
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  30

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

  New Scooterlam 211 views 9 comments 30 points Most recent by mikek753b May 2
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  1

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  Auto-Budget Paycheck Income and Expenses

  Active Boston.Bob 21 views 0 comments 1 point Started by Boston.Bob April 28
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  1

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  Budget Planning Views

  Active MVW 21 views 0 comments 1 point Started by MVW April 23
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  1

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  Organize order of category groups in budget tab

  Active JimHOptim 31 views 0 comments 1 point Started by JimHOptim April 22
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  10

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  Importing Budget Data from Excel

  New Salvador 361 views 6 comments 10 points Most recent by pbrabbit April 21
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  4

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  feature change request: Savings Goals (Q Windows)

  Reviewed cmagdanz 62 views 2 comments 4 points Most recent by UKR April 21
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  1

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  Add general recurring expense to projected balance calculation without a bill reminder

  Active jrwise 11 views 1 comment 1 point Most recent by Jim_Harman April 15
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  4

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  Lifetime Planner IDEA: Fix Surplus Cash Model & Improve Reporting

  Active Scooterlam 61 views 0 comments 4 points Started by Scooterlam April 12
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  24

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

  Reviewed William Toperzer 421 views 29 comments 24 points Most recent by Rocket J Squirrel March 31