I don't routinely download work in the program or from financial institutions because I don't get the level of detail I desire. So the subscription is only so valuable to me. I am only here because I haven't found another financial program to migrate to and I prefer not having to learn a whole new platform.

Been using Quicken since early 1980s. Used the Inventory element, the planning element, and others. Now all gone. Well done Quicken on recognizing your loyal customer base. So disappointing. [Removed - Rant] The community built you. Thanks

HHS

So, I finally saw and tried out the Monte Carlo simulation on Quicken Classic for Windows. I recently had an engagement with a financial planner and wanted to compare results. My planner's software (not sure what he used) showed us a 99.9% success rate, while Quicken has us at 84% with the 10th percentile at $0. I've compared assumptions and do not see anything significant to warrant this difference (rate of return, inflation, expenses, taxes, life expectancy). In addition, I just plugged my financial data into an AI and get the same results as my planner.

I'm looking at my portfolio, it's a good amount, and I wondering how anyone can get above 95% using Quicken's model. My AI is saying that it's highly unlikely to go to $0 in my situation, much less a 16% chance.

Anyone else running this simulation and questioning the results?

Thanks,

Jim - 25 year plus user!

Is there a way to "bulk" reassign them, or is there a way to "drag and drop" them into the new parent category? They old way is just a pain to do.

After the last major budget update, Quicken now removes those accounts from the budget. Even if I add them back, they don't stick. That makes budget reports very wrong.

That makes no sense. I may have used an account in January and February, then closed it in March. It should remain part of that budget until I intentionally remove it. Otherwise the cash flow is all wrong.

Somebody at Quicken needs to review that behavior and correct it. Under no circumstances should Quicken remove a category or account of its own accord, except maybe a "separate" account. Even that's questionable.

What kind of problem is this? When I click ok it kicks me out of Quicken??? What should I do?

[Edited - Readability]

How can i fix this error i need to charge my customers

It seems to me that in the past, if you had a rollover balance at the end of the year (in the rollover summary column), that balance would roll right into January of the next year without having to do anything.

Today, it doesn't do that. As an example:

I budget $550 per month to cover my property taxes, which are paid in 2 unequal installments (Pennsylvania). The first installment is due in March, and is around $2200, and the second in August, at around $4100. At the end of 2025, I had a positive rollover balance showing in the summary column of $1100. In January of 2026, it showed the budget amount of $550, zero actual (not paid until March), and a rollover amount for January of $550. It should have been $1650.

I can see a workaround—add the rollover summary amount at the end of the year to the monthly budget amount as the "january budget' to make the rollover come out right, and that is do-able. But I wonder, why won't it rollover from year to year as I recall that it used to?

For NIIT you must do this because of how Quicken does its internal MAGI calculation table, you must manually manipulate this field to reduce your NIIT exposure.

Must do both steps to make it work for non-itemizers. If you do itemized deduction and it works for you then disregard this. This deduction starts in tax year 2026 and was made permanent with One Big Beautiful Bill. Note: we put Foreign tax credits in same AMT area, under credits: Other Taxes and Credits > Credits (again not AMT but it works). The Finance Buff published:

and so in checking with Quicken Tax Planner, it was close and noticed the discrepancy in our tax planner - we forgot the NII AGI Adjustment. Now we are same as his (except Quicken does Rental sales - recaptured depreciation better than Harry Sit's, but else it was identical. Quicken's tax planner is still better - way more fields to enter data, plus most of tax informatoin is is already populated in Quicken.

Here is the response from Support in June:

Thank you for reaching out and for providing such detailed
information about the issue you're experiencing. The details you've
shared are very helpful.

"I was able to replicate the behavior on my end. Based on my observations, the "Other Shopping" category does not appear to be treated as a separate category within
the standard category list. Since the budget includes transactions
categorized under Shopping, Quicken may be interpreting Other Shopping as part of the main Shopping category and excluding it separately to prevent duplicate counting.

Here's the question:

In the month it's paid, let's say the monthly budget is $300, with an $1800 payment in March and September. If I pay it like that, I get an overbudget warning for the month because $1800 is a lot bigger than $300. If I put in $1800 in the budget line for the month, then my carryover amount gets messed up.

What's the right way to do it?

I know, this has probably been answered 1000 times.

[Edited-Readability]

I am an engineering manager for a cloud based software company. I actually own the infra used for deploying software across the fleet and our primary tenant is 'don't break existing use cases'. If you do, mitigate quickly with a fix, a revert or flip a flag to turn off whatever behavior was involved in the change. This keeps software flowing without having to roll back versions so that critical fixes can keep going out. After looking at the release notes for versions since this bug was introduced, you WANT the new versions given some of the descriptions but to accept that means I have to accept this bug not yet fix and the main dashboard I use to track my monthly expenses is busted in the process.

Quicken support, what is up here!?

Dashboard problem with Release R65.15 — Quicken

I hope somebody can help me. I want to create a report that consolidates cash balances across all my banking and investment accounts. I can create a report that lists the balances in banking accounts. I'm unsuccessfully trying to add to this report the up-to-date cash balances in all my investment accounts. My investment accounts do track cash balances, but how to break them out from all the other investment account information and add them to a cash balance report?

Once I have a report that provides with the summery data I want, I think it's straight-forward to export this report in Excel format(?)

Thanks for any help with a solution or tell me it's impossible in current Quicken.

Regards,

Ken

Hello All,

Thank you all for taking the time to report this issue. We understand how disruptive it is to lose the budget progress bars on the Home tab, especially when this functionality is something many of you rely on daily.

This behavior has been confirmed as a bug introduced in the recent update, and it is currently being actively worked on by our development team. The issue is being tracked internally, and a fix is in progress. At this time, however, we don’t have an ETA for when the fix will be released.

Once a fix is available, it will be included in a future update.

Thank you for your patience!
(CTP-15435)

I am using Quicken Deluxe Version R67.10 for Windows 11. See the attached screenshot of the Planning, All Details. The circled -676 Shopping category in the To Date Balance is not including the Other Shopping subcategory (should be -676+417=-259) The circled -76 in the 2026 Summary Balance does not include the Other Shopping Category (should be -76+2217 = 2141). All other categories work correctly. Any idea as to why this is occurring?

Below non-answer from Quicken support is from January 2025. Totally unacceptable!

We are aware of an issue where customers are trying to add reminders to budgets, but those reminders are not being recorded correctly. For example—you may enter a reminder frequency of twice monthly, but the reminder only shows twice in January and once for every other month of the budget. This also happens in reverse, where adding a reminder frequency of only once creates multiple reminders.

This has been escalated internally, though we do not have an ETA at this time.

To be notified of updates as they become available, please click the bookmark ribbon located in the upper right. If you do not see the bookmark ribbon, please make sure that you are signed into the Quicken Community. 

Release Notes say a Monte Carlo sim has been added to Lifetime Planner. I see no Lifetime Planner (let alone a Monte Carlo sim).

https://www.quicken.com/products/pricing-comparison-classic/ says that Classic Premier has a Lifetime Planner. What am I missing?

I keep trying to print my list of savings goals from the Planning --> Savings Goal tab, but all that prints is "Planning" with the current date (attached example). The rest of the page is blank. I've attempted to use File —> Print, I've attempted Ctrl P, I've tried a file, I've tried PDF, I've tried exporting. Nothing. I get nothing. It says I'm goalless just wandering aimlessly with no clear destination like Alice in Wonderland. Consider this request as Alice going to the Cheshire Cat, but at least I have a little direction in my request. As if printing wasn't bad enough, I'm now referencing childhood memories… Yes, I'm a Gen-Xer and I want to print something. I'm losing my mind and need assistance. Please help me before there's no coming back from this……

"Would you tell me, please, which way I ought to go from here?"

"That depends a good deal on where you want to get to," said the Cat.

"I don't much care where—"

"Then it doesn't matter which way you go," said the Cat.

Admittedly I have not looked at the Lifetime Planner screens for over ten years now. All of the information I entered many years ago is now outdated. But with the addition of the Monte Carlo simulation model, I thought I’d take a fresh look. This means, I don’t know if the right-most chopped-off information bug has been newly introduced with this latest update (R67.7) or, was this something that’s been the case for several years.

Regardless, does anybody know how to adjust the Planning Assumptions window size to stretch it such that the data that’s supposed to be displayed is actually there? The window does not seem to be sizeable.