Budgeting and Planning Tools (Windows)

Discussion List

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  Collapse Categories in Budget view

  New hmday 167 views 9 comments 2 points Most recent by vlnielsen May 25
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  Feature Request - Planning Tools (5 Legacy Votes)

  New Angelo Bione 25 views 3 comments 0 points Most recent by Quicken_Natalie May 24
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  Can Savings Goal show something other than a Monthly Goal

  New Harold Terranova 46 views 5 comments 1 point Most recent by NotACPA May 22
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  Loan What If Tool option

  New skmzwanke 16 views 0 comments 0 points Started by skmzwanke May 22
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  Budget Enhancement - Allow drill-down from budget bar graph to transaction list for past months spen

  New Scooterlam 52 views 2 comments 2 points Most recent by german_romero May 19
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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 23 views 2 comments 0 points Most recent by glenn April 28
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  Lifetime Planner Bug and Idea List - Make Yourself Heard!

  New Scooterlam 1.3K views 26 comments 20 points Most recent by Scooterlam April 27
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  Automate tax lot identification

  New BRAD GOLDBERG 16 views 1 comment 0 points Most recent by NotACPA April 22
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  Printing out the results of the lifetime planner

  New Peter Cass 99 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 17 views 1 comment 7 points Most recent by acferrad April 21
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  Improvement to Excel export

  New thumpersmom 11 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 12 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 8 views 0 comments 1 point Started by neil154 April 17
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  Savings Goals Sort

  New Dr. Livingston 33 views 3 comments 4 points Most recent by GeoffG April 3
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  Allow User Reset of Lifetime Planner Data and to Save Multiple "What If" Plan Scenarios

  New Scooterlam 42 views 0 comments 8 points Started by Scooterlam March 30
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  Life Time Planner Social Security Income

  System 30 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 286 views 26 comments 9 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 110 views 5 comments 10 points Most recent by imdcareys March 21
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  Projected Balances & Savings Goals

  New Chris Harris 57 views 1 comment 1 point Most recent by Chris Harris March 15
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  Projected Balances Incorrect

  Accepted Answer Closed System 42 views 2 comments 0 points Most recent by Pollyg March 1
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  Add Tax Schedule A Medical categories (2 Merged Votes)

  New MikeBritt 92 views 14 comments 8 points Most recent by JustMeHere February 24
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  Biweekly Budgeting (16 merged votes)

  New Kip Gordon 467 views 54 comments 5 points Most recent by imdcareys February 14
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  Electric vehicle tax credit

  New KenB 21 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 190 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 89 views 1 comment 14 points Most recent by Hownow February 8
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  Why can't I import a budget from Excel to Quicken 2019 (Windows)?

  New Bill 44 views 1 comment 0 points Most recent by mpissanos February 5
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  Add Tax line item for 1040 line 29 "Self employed Insurance Deduction".

  New nanscuvel 227 views 6 comments 4 points Most recent by Billley February 2
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  Budget Graph

  New andrewleyens 19 views 0 comments 0 points Started by andrewleyens January 31