Win11, Quicken Deluxe, Ver: R66.12, Build: 27.1.66.12,

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So over the years, accounts have been switched, added on, etc. The question, I guess, is how do I bring my savings goals up to date???? They go back quite a few years. It's the only aspect that I can't seem to figure out.

I think savings goals are a good idea for putting money aside. Can someone help me with this so maybe I can get rid of all the negative totals showing in my regular accounts?

Creating a whole new quicken file from scratch would be a nightmare. There must be a way to rectify.

How do you setup a budget so that unused monthly spend or overspend is averaged across remaining months for the given year while still respecting the annual budgeted amount for a category?

I have other categories in my utilities that I want to include. So I go to manage categories and get this, the ones i want are not there

Some of them are missing the next shot is form tools category list

There are 4 categories missing from the budget selection list , electric217, propane 217, septic, water. I cannot figure out why these are not showing. Any help would be appreciated.

I followed the AI instructions on how to fix.., All the transactions are categorized as "Income" and not as transfers, and the report settings are set to include all transfers. AI is at a dead end, does someone else have some insight? I have validated the file. Help..

Any ideas on a solution?

I want my income and expenses to show in the same month but I don't know how to do this

I receive my income a few days before the start of the month, but it is actually used to pay the next month's expenses. For example, the income I received yesterday will be used to cover March expenses. It is only a problem as it relates to the budget. I don't think I am doing things right and I hope you can help. What I have been doing at Jan 1 is a balance forward entry. This creates a problem in two ways - the budget looks like I had double income in January (the balance forward plus the January deposit) and my year-end budget looks like I only had 11 months' income. I have tried manually changing the deposit date to the 1st day of the month, but then I can't use the scheduled deposits as Quicken only recognizes the date shown when the bank statement is downloaded. I cannot get my actual budget amounts to reflect the actual income received. I guess I could do a journal entry to a "dummy account" to move the income from my chequing account when it is received and then another one to move it back from the dummy account to the chequing account on the 1st of the month. Please let me know if this is the best way of handling my budget issue or if you have a better way of doing it.

Every time I make a change to categories, I save the report, so it's not going back to another version. I'm lost as to how to fix this.

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I have already listed the expenses as deductions from my FSA so now the transfer is also an expense. Should I just make a second entry to zero it out? That way my checking account still shows a deposit and the original expenses are properly categorized. Hope my question makes sense. Thanks

Quicken Classic Premier Desktop Ver. R65.29 running on Win10 w/14pt fonts

I recently learned that transferring the file via a backup restore to a different computer requires that all links to financial institutions be re-activated after the restore, a cumbersome process.

Instead, I would like to know if I do the update on the web version, can I synch it with either computer?

The Other Withholding category in the Tax Planner is stuck on 2025. I've tried the usual Validate and Super Validate but no help. The Tax Planner is set for 2026. Seems like every year I struggle with issues in the Tax Planner.

Fidelity 401(k) prices are still not updating, and I have to update them manually.

I have installed the patch, validated and super validated, submitted problem reports, and nothing seems to fix these issues.

What is going on, and when is all of this going to get corrected?

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Is there a product that below Quicken Classic?

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The details shown below were copied from the original poster and are identical to my issue. Has there been any update/fix for this issue? I am currently running version 27.1.65.29 on Windows 10. Thank you.

From original post:

The initial Tax Planner display leaves out the Realized Gain values making the Capital Gains/Losses incorrect.

The Tax Planner Summary display correctly shows the Capital Gains with the included Realized Gains.

This issue has been ongoing for many version of Quicken. Is it noted as a problem that needs to be fixed, or is it just being ignored? One workaround is to select the Capital Gains/Losses link on the Tax Planner tab display and then toggle between User entered and the original setting. That seems to "fix' the Tax Planner tab display, but it's frustrating extra steps to get around a program deficiency.

I have always had a loan paymnet as a budget item, but as I updated the budget for 2026, one of the categories is showing up both as an expense and as an income item. And, it is showing entries that, so far as I can tell, don't exist - they are described as balance adjustments, but they make so sense.

Another issue that has occured for years is the in the budgeting section, income items show up at the top of the expenses and within a section at the bottom label income. THis makes it had to figure total expenses without running reports.

How do I fix these problems?

Okay, thanks. Yes, the Lifetime Planner in Quicken for Windows is still using an outdated RMD start age, and that’s why you’re seeing age 70 / 70½ instead of 73.

The short answer

Lifetime Planner is effectively in maintenance mode, not active development.

The longer answer

• Lifetime Planner is old code
• It’s complex and tightly coupled to assumptions made decades ago
• Quicken’s development focus has shifted toward:
• Transaction download reliability
• Cloud sync
• Subscription infrastructure

1. Planning tools (especially Lifetime Planner) receive very slow updates, even for major law changes

There is an official Product Idea titled “Required Minimum Distribution (RMD) age” that:

• Has been open for years
• Was archived and later resurrected
• Is still marked “Under Consideration” as of April 2025

No announced ETA. No commitment.

Seems like a lot of work to have to manually enter "split" all the charged in the bank checking account in order to show up in the budget.

I just created this budget in January so new to working with a budget. I am also noticing that the total budget amount I fixed monthly seems to be changing. I did set for things to carry over monthly if under/over but why is the top number for the budget changing. So far I am only into month two of this now.

Any help or direction is appreciated.

Thank you!

A bond was purchased. The remaindng CASH balance does not show a USD value on reports. If I want to buy EURO with the CASH, it seems I have to create it as a security in that account.

So how do I get the CASH to show a USD Value on a report?