Budgeting and Planning Tools (Windows)

Discussion List

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  Planning tab missing

  Closed Tammy Scott 165 views 2 comments 0 points Most recent by Tammy Scott June 2023
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  Balance of from acct of savings goal does not change with I make a contribution to goal

  Closed MrDosMan 21 views 0 comments 0 points Most recent by MrDosMan June 2023
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  Why is Transfer Out of Money Market Savings to CD an Expense?

  Answered Closed Steve54@ 196 views 2 comments 0 points Most recent by Boatnmaniac May 2023
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  Very late K1

  Answered ✓ Closed quickAL 93 views 3 comments 0 points Most recent by unknown May 2023
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  Tax Planner seems to use incorrect threshold for capital gains calculation.

  Closed G.2 63 views 3 comments 1 point Most recent by markus1957 May 2023
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  Tax Planner YTD Daily Average Witholding Negative. What could cause this?

  Closed mrkotter 41 views 2 comments 0 points Most recent by TangledWeb May 2023
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  New Budget with Existing Category Balances Starting Current Month

  Closed majorgear 21 views 0 comments 0 points Most recent by majorgear May 2023
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  Quicken reports duplicate category name when assigning tax form line items for wages

  Answered ✓ Closed Jonathan 126 views 6 comments 0 points Most recent by Jonathan May 2023
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  Paycheck - edits don't stick/stay

  Closed mjonis 246 views 9 comments 1 point Most recent by Jeremy Kruse May 2023
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  Budget Amounts GONE from current year

  Closed Computerguy 21 views 0 comments 1 point Most recent by Computerguy May 2023
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  constant loss of Budget data Issue

  Closed Bluemax36 61 views 2 comments 0 points Most recent by mezzomix May 2023
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  Where did my budgets go??

  Answered Closed BethaW 52 views 2 comments 0 points Most recent by Campdavis May 2023
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  Income categories disappeared from planning budgets

  Closed HHPVentures 245 views 9 comments 0 points Most recent by UKR May 2023
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  IRA Withdrawals Not Showing Up in the Tax Planner

  Closed Hank Sutherland 156 views 3 comments 0 points Most recent by Rocket J Squirrel May 2023
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  Roth 401k option doesn't allow for employer contribution

  Closed Seth 389 views 9 comments 1 point Most recent by Quicken Jeff May 2023
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  Budget issue

  Closed philmont86 31 views 1 comment 0 points Most recent by UKR May 2023
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  Downgrading at Renewal

  Closed Paul Freedman 94 views 2 comments 0 points Most recent by NotACPA May 2023
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  I created a new sub category under INS, but it doesn't show up in the report.

  Answered Closed jdmcgehee 41 views 5 comments 0 points Most recent by jdmcgehee May 2023
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  Year- end Copy

  Closed ghollingsworth 132 views 3 comments 0 points Most recent by Tom Young May 2023
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  scheduled transactions won't keep settings

  Closed billzebub 303 views 7 comments 2 points Most recent by Just Me and Not Someone Else May 2023
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  Merged: My Budget Disappears after a sync

  jefflock 1 view 0 comments 0 points Most recent by jefflock May 2023
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  My Budget Disappeared after a sync

  Closed jefflock 51 views 1 comment 0 points Most recent by jefflock May 2023
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  I would like Quicken to add an option when creating a new budget...

  Answered Closed Qkn Junkie 23 views 1 comment 0 points Most recent by UKR May 2023
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  Is there a way to keep monthly budget window persistent when going month to month?

  Answered Closed BobbyP 21 views 1 comment 0 points Most recent by Quicken Anja May 2023
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  Budget (and Expense) category invalid

  Answered Closed MrEd47 51 views 3 comments 0 points Most recent by Scooterlam May 2023
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  Credit Score inaccurate

  Closed cmac8050 233 views 6 comments 3 points Most recent by jp_photo May 2023
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  How to record mortgage payments to reduce loan balance using principal and interest categories

  Closed Oceanfront 851 views 4 comments 0 points Most recent by Oceanfront May 2023
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  I want to create a budget but have everyting starts at ZERO no have Quicken look at previous expense

  Answered Closed TPao 34 views 1 comment 0 points Most recent by Quicken Kristina May 2023
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  QBI (Qualified Business Income deduction)

  Closed steveweaver48 53 views 1 comment 0 points Most recent by markus1957 May 2023
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  Tax Planner - Filing status does not stay on "Married filing jointly"

  Closed michroar 31 views 0 comments 0 points Most recent by michroar May 2023