Budgeting and Planning Tools (Windows)

Discussion List

• 
  When is Quicken going to update the RMD age for IRA?

  Answered Closed luce1234 51 views 2 comments 0 points Most recent by NotACPA July 2022
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  Why is budget amount changed on budget report?

  Answered Closed martianewell 34 views 5 comments 0 points Most recent by UKR July 2022
• 
  How does Lifetime Planner calculate withdrawals by account?

  Answered ✓ Closed JoelVP 106 views 5 comments 0 points Most recent by Scooterlam June 2022
• 
  Is there a way to have a budget for an account, but exclude it from the Net Worth on the acct list?

  Answered Closed bryanjessup 133 views 2 comments 0 points Most recent by Sherlock June 2022
• 
  Setting annual total budget

  Answered ✓ Closed Dora21 1.1K views 5 comments 0 points Most recent by Dora21 June 2022
• 
  Remove unused categories

  Closed hartbandboosters 306 views 3 comments 0 points Most recent by hartbandboosters June 2022
• 
  Cash Flow Budget Reports Missing Several FROM Transfers

  Closed Kerry Lawson 134 views 9 comments 0 points Most recent by Sherlock June 2022
• 
  Planning Budget Report- Month Headers don't line up with the data

  Answered ✓ Closed Pjbgolf 12 views 2 comments 0 points Most recent by Pjbgolf June 2022
• 
  Playing with different budgets

  Answered Closed capnron 123 views 7 comments 0 points Most recent by Quicken Jasmine June 2022
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  Disappearing Budget with Restore Process

  Closed mobleyw 2.1K views 3 comments 1 point Most recent by mobleyw June 2022
• 
  Planning/Budget View [R 41.10 columns not aligned with headers]

  Closed Spike140 83 views 4 comments 1 point Most recent by Scooterlam June 2022
• 
  Planning tab not visible

  Answered ✓ Closed Eric3141 322 views 11 comments 0 points Most recent by [Deleted User] June 2022
• 
  Transfer funds between budget categories

  Closed JerWin 645 views 7 comments 0 points Most recent by Chris_QPW June 2022
• 
  Why does syncing online change budget amounts from last year?

  Answered ✓ Closed timandmelinda 693 views 11 comments 0 points Most recent by timandmelinda June 2022
• 
  Does Quicken support entering Variable monthly budgets by Category?

  Answered ✓ Closed evilwargs 110 views 10 comments 0 points Most recent by evilwargs June 2022
• 
  Navient not connecting for Bills and Income

  Answered Closed mapoet 12 views 3 comments 0 points Most recent by mapoet June 2022
• 
  Entering a One Time Expense in Budget

  Closed LHernon 248 views 4 comments 1 point Most recent by BBSCInc June 2022
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  How do I set up a budget for a fiscal year running 7-01-22 to 6-30-23?

  Closed Marsha Bidwell 353 views 2 comments 0 points Most recent by Chris_QPW June 2022
• 
  application of quarterly estimated tax payments

  Answered ✓ Closed SomebodyInGNV 72 views 2 comments 0 points Most recent by SomebodyInGNV June 2022
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  Lifetime Planner and Living expense inclusion

  Closed LadyB59 123 views 1 comment 0 points Most recent by Scooterlam June 2022
• 
  Can I set annual budget amounts with cents?

  Closed dlfoch 41 views 2 comments 0 points Most recent by dlfoch June 2022
• 
  Why won't Quicken accept an accurate Minimum Balance in Debt Reduction Plan set-up?

  Answered RAWittenburg 107 views 4 comments 0 points Most recent by RAWittenburg June 2022
• 
  Why are changed entries in my budget not retained between OSU?

  Answered ✓ Closed bigby65@ 324 views 1 comment 0 points Most recent by Quicken Jasmine June 2022
• 
  Adding Dependents Into Tax Planner?

  Answered ✓ Closed Tungue 22 views 2 comments 0 points Most recent by Tungue June 2022
• 
  Planning tool does not work on windows 11.

  Answered ✓ Closed nelson675 96 views 2 comments 0 points Most recent by Chris_QPW May 2022
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  Tax planner will not retain 'Scheduled Bills and Deposits' setting

  Closed Mark Coil 34 views 1 comment 0 points Most recent by markus1957 May 2022
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  All of my 2022 budget information has disappeared

  Answered Closed Bob K. 184 views 5 comments 0 points Most recent by Scooterlam May 2022
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  Does anyone have a workaround for spousal benefit and Government Pension Offset (GPO)

  Closed Tombarr33 62 views 2 comments 0 points Most recent by Scooterlam May 2022
• 
  How to delete a temporary category in budget?

  Answered Closed timandmelinda 34 views 4 comments 0 points Most recent by Chris_QPW May 2022
• 
  Help with Tax planner K-1 Business income

  Closed ChiroRem 163 views 1 comment 0 points Most recent by Rocket J Squirrel May 2022