Budgeting and Planning Tools (Windows)

Discussion List

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  Importing 2023 Quicken data into TurboTax 2023

  Answered Richard Roberts 256 views 18 comments 0 points Most recent by Chris_QPW 2:38PM
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  When would I use the Category called Credit Card Payment?

  Answered ✓ WolfieH3 61 views 2 comments 0 points Most recent by WolfieH3 9:52AM
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  Budget screen is subtracting income

  L Battaglia 51 views 5 comments 0 points Most recent by UKR December 8
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  R52.33 - Tax Planner vs Tax Center do not match for Cap Gains (edit)

  hmday 314 views 19 comments 0 points Most recent by Steve M December 8
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  In Planning, in a scheduled transfer appears in both the TO and the FROM lines as positive.

  Answered ✓ MRH2 17 views 1 comment 0 points Most recent by UKR December 7
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  Is there a way to have a transaction excluded from Expenses?

  Answered Bybee 35 views 2 comments 0 points Most recent by RichardCSchreyer December 7
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  I need the scheduled deposits to work by day (2nd Wednesday)

  Answered ✓ Gregg Gustafson 58 views 5 comments 0 points Most recent by Rocket J Squirrel December 7
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  Credit Card Transactions Not Registering in Budget

  pastchief8 86 views 14 comments 0 points Most recent by pastchief8 December 7
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  Lifetime Planner: Resources for Setting the Social Security Retirement Benefit Assumption

  Scooterlam 137 views 1 comment 2 points Most recent by Scooterlam December 6
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  Why doesn't Quicken accomodate the ways millions of Seniors withdraw $$ from their IRAs?

  Answered rhb2 31 views 1 comment 0 points Most recent by Rocket J Squirrel December 5
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  This is how to get IRA and 401k Withdrawals treated as income in Quicken

  Geobrick 110 views 6 comments 0 points Most recent by Rocket J Squirrel December 5
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  Saving Goals are truncated, not allowing me to see the whole goal

  Answered guitarplayer777 11 views 1 comment 0 points Most recent by glenn December 4
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  Post Retirement Budget Plan

  flashfearless 23 views 2 comments 0 points Most recent by Quicken Kristina December 4
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  a memorized split transaction missing from Nov budget in Planning

  Answered njfiddler 11 views 1 comment 0 points Most recent by UKR December 4
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  New user - budget groups/categories I choose not showing up in desktop app

  luthien1121 71 views 6 comments 0 points Most recent by luthien1121 December 4
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  Recurring Scheduled Payments doubled as +x.xx and -x.xx in budget "Reminder" transactions

  mitch cohen 680 views 5 comments 0 points Most recent by Quicken Kristina December 1
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  some tax line items not being pulled into tax planner

  Answered ✓ Momkat 83 views 5 comments 0 points Most recent by Quicken Kristina November 28
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  Budget Notes Disappearing

  Dom1 32 views 3 comments 0 points Most recent by Scooterlam November 27
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  Setting up a budget for next year

  Answered ✓ MJGarry 141 views 7 comments 0 points Most recent by MJGarry November 27
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  How do I properly report/track in planning tax center money moved into a 401K/IRA account?

  Answered jdschachte 51 views 4 comments 0 points Most recent by Scooterlam November 26
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  Lifetime Planner: Resources for Long Term Care and Setting the Special Expense Assumption

  Scooterlam 292 views 3 comments 2 points Most recent by Kathryn See November 26
• 
  My "Planning" (aka budget) data got trashed

  Answered joezano1 83 views 10 comments 0 points Most recent by joezano1 November 23
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  Please fix the tax brackets for 2023

  SilverEagle 115 views 8 comments 0 points Most recent by markus1957 November 23
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  Tax Planner problem

  Roger 23 views 1 comment 0 points Most recent by UKR November 23
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  Is there support for WealthSimple for Windows?

  Answered Steven M 94 views 3 comments 0 points Most recent by Boatnmaniac November 22
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  Exclude Tag from Budget

  YPestis8857 44 views 4 comments 0 points Most recent by YPestis8857 November 22
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  How do I edit loan balloon date?

  GlennQuser 12 views 1 comment 0 points Most recent by UKR November 22
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  All Budgets Are Gone

  GLKNY 43 views 6 comments 0 points Most recent by Johnny_Quicken November 21
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  Changing from Fiscal Year to Calendar Year

  TPao 31 views 6 comments 0 points Most recent by TPao November 21
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  R53.16 Upgrade Issue to Planning/Budgets

  Bione 72 views 5 comments 0 points Most recent by Quicken Kristina November 20