Budgeting and Planning Tools (Windows)

Discussion List

• 
  monthly budget Roll over balances

  Answered Jerry Pederson 39 views 3 comments 0 points Most recent by Lee24 January 20
• 
  Budget Future Amounts

  Answered Disgruntled51323 30 views 2 comments 0 points Most recent by Quicken Anja January 20
• 
  Stop refreshing while working on a budget

  RIB397 26 views 3 comments 1 point Most recent by Quicken Anja January 20
• 
  Bar Charts at Main View

  Francisco Paiva 29 views 2 comments 0 points Most recent by Quicken Anja January 20
• 
  What do I do when Budgeting so that the subtotals for categories are correct & sthen accumulate

  Answered saylesworth 29 views 7 comments 0 points Most recent by saylesworth January 20
• 
  Buggy behavior in setting manual budget in Quicken Windows

  Tom Auer 16 views 0 comments 0 points Started by Tom Auer January 19
• 
  for credit cards does quicken have a report showing total line amount and outstanding balance

  Answered Stockguy 37 views 5 comments 0 points Most recent by UKR January 19
• 
  What is the difference between the Current Budget and Historical Budget reports?

  Answered Jeff Bean 24 views 2 comments 0 points Most recent by Jeff Bean January 19
• 
  Categorize a transfer without breaking the transfer [Edited]

  mtakwax 46 views 2 comments 0 points Most recent by Quicken Kristina January 18
• 
  Green spending/budget graph issue

  System 14 views 2 comments 0 points Most recent by Quicken Kristina January 17
• 
  Budget Report Export Category wrong

  jtgostars 25 views 4 comments 0 points Most recent by Quicken Kristina January 16
• 
  Selected Categories add back

  oharalarry 36 views 4 comments 0 points Most recent by oharalarry January 16
• 
  Non-Selected Budget Account Transaction Included in Budget Actuals

  Answered Regina@ 19 views 4 comments 0 points Most recent by Regina@ January 16
• 
  reporting for foreign currency accounts in Quicken for windows

  Answered VKH27 19 views 2 comments 0 points Most recent by Quicken Anja January 16
• 
  Budget View no longer shows category status bar with Rel R65.17

  RichardSchreyer 107 views 6 comments 0 points Most recent by Quicken Anja January 14
• 
  Google Store Financing bill amount incorrect

  Closed badagliacca 31 views 4 comments 0 points Most recent by Quicken Anja January 13
• 
  Portfolio Xray Asset Allocation Bug

  Answered recursor1 30 views 2 comments 0 points Most recent by recursor1 January 12
• 
  My fiscal year runs April to March - how do I customize the dates of my budget year?

  Answered RedC1sc 16 views 1 comment 0 points Most recent by UKR January 9
• 
  Tax Planner and Lifetime planner are broken after upgrade to latest version

  Greg Lampe 273 views 14 comments 0 points Most recent by Ted Gallagher January 8
• 
  Fix Validate/Repair Messing Up Tax Planner

  recursor1 181 views 11 comments 1 point Most recent by rjt21 January 7
• 
  Explore What ifs and tax link cause error messages about being unable to uninstall [Edited]

  Lance C 72 views 6 comments 0 points Most recent by Quicken Kristina January 6
• 
  Why can't users select which accounts to include in the Tax Planner?

  Answered jerz-joe 29 views 1 comment 0 points Most recent by Jim_Harman January 5
• 
  Quicken Set Up For Variable APR Interest Only Loan? Anything New?

  Answered ✓ Robin Owen 21 views 2 comments 0 points Most recent by Robin Owen January 4
• 
  Lifetime planner Tax Deferred accounts

  Answered ✓ JRW1 71 views 4 comments 0 points Most recent by JRW1 January 3
• 
  2026 Budget based on 2025 Actuals

  Don32@ 64 views 5 comments 0 points Most recent by Quicken Anja January 3
• 
  Year end closing

  robvin 108 views 8 comments 0 points Most recent by JudInfo January 3
• 
  Everything Else & Budget Reporting - Ticket(s) Closed? [Mod Note: Keep Thread Open]

  Dom1 250 views 14 comments -1 point Most recent by Pedro504 January 2
• 
  SIMPLE IRA Payroll Pre-Tax Contributions not reflected in the Tax Planner

  Answered ✓ zot100 69 views 1 comment 0 points Most recent by Quicken Kristina January 2
• 
  2026 Tax Planner Standard Deduction for Single File seniors is incorrect

  Answered ✓ leishirsute 96 views 8 comments 0 points Most recent by leishirsute January 2
• 
  Tax Planner and Income reminders incorrect

  Tammy Van Buren 16 views 1 comment 0 points Most recent by markus1957 January 2