Budgeting and Planning Tools (Windows)

Discussion List

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  how to design a report with budget only by category only no actual and no differences?

  Answered Closed gailmccaskill 11 views 2 comments 0 points Most recent by Sherlock September 2020
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  FY Summary Totals for Parent Category incorrect

  Answered Closed cnd1010 21 views 1 comment 0 points Most recent by Quicken Anja September 2020
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  Budget Report and Savings Goals

  Closed Michael P Strong 189 views 3 comments 0 points Most recent by Tom Young September 2020
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  How do I include portions of a past expense into future budgets?

  Accepted Answer Closed doodles 13 views 2 comments 0 points Most recent by doodles September 2020
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  401K account not showing up in my retirement plan?

  Accepted Answer Closed Doug Klanecky 82 views 9 comments 0 points Most recent by Frankx September 2020
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  Is anyone else noticing that their Quicken budget info disappears after doing a one step update

  Answered Closed Didi Sugandi 14 views 1 comment 0 points Most recent by Frankx September 2020
• 
  How to determine total amount over budget

  Answered Closed gvasick 63 views 6 comments 0 points Most recent by gvasick September 2020
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  Bills and Reminders window does not keep size setting for certain high resolution screen computers

  Closed Michael Barrett 14 views 3 comments 0 points Most recent by Quicken_Tyka September 2020
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  Budget Reports Do Not Add Up Correctly

  Closed DGHartman 550 views 16 comments 0 points Most recent by Joe12 September 2020
• 
  Negative Project Balance Graph

  Accepted Answer Closed SandVBx4 13 views 1 comment 0 points Most recent by Chris_QPW September 2020
• 
  Why are there actual figures in some categories in the new budget i created for next year?

  Accepted Answer Closed hrbiegel 19 views 2 comments 0 points Most recent by hrbiegel September 2020
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  How do I prevent category groups from appearing twice in the planning tab?

  Accepted Answer Closed rickmi 5 views 1 comment 0 points Most recent by UKR September 2020
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  How can I create a zero-based budget?

  Accepted Answer Closed cmcangie 80 views 2 comments 0 points Most recent by Chris_QPW September 2020
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  how to set up mortgage payment to include principal, interest, and transfer from checking to loan?

  Accepted Answer Closed John Bender 36 views 1 comment 0 points Most recent by Sherlock September 2020
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  Lifetime Planner - Blank screen?

  Accepted Answer Closed lhenson324 24 views 5 comments 0 points Most recent by Sherlock September 2020
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  How do I print an annual budget by category with no actual or difference columns?

  Accepted Answer Closed gailmccaskill 22 views 1 comment 0 points Most recent by Sherlock September 2020
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  Mortgage Tracking (Principal / Interest /Escrow)

  Accepted Answer Closed tmaleski 244 views 14 comments 0 points Most recent by quick123 September 2020
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  Program will not allow me to use the Mortgage category more than once.

  Answered Closed nsutley 11 views 1 comment 0 points Most recent by NotACPA September 2020
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  Lifetime Planner and other Retirement Tools

  Closed gtamm 382 views 15 comments 0 points Most recent by Chris_QPW September 2020
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  Tax Planner - How do I account for the end of year mutual fund Divs & Cap Gains

  Closed ps56k 54 views 6 comments 0 points Most recent by markus1957 September 2020
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  Tax Planner doesn't exclude YTD 401k Employee contributions from AGI

  Accepted Answer Closed KRFCPA 56 views 12 comments 0 points Most recent by markus1957 September 2020
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  Why is the "To Date" column in the Planning tab not correct when the monthly column is correct?

  Answered Closed mason.botts 13 views 1 comment 0 points Most recent by Quicken_Tyka September 2020
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  A recent update of my Quicken Subscription software has changed my budget reporting categories.

  Accepted Answer Closed Hitch 52 views 11 comments 0 points Most recent by Quicken Anja September 2020
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  Budget by Category Group

  Accepted Answer Closed rhumenick 22 views 2 comments 0 points Most recent by rhumenick September 2020
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  Budget Import

  Accepted Answer Closed grigortorosyan 22 views 4 comments 0 points Most recent by grigortorosyan September 2020
• 
  Where has planning gone on my toolbar

  Accepted Answer Closed Pianogirl 28 views 2 comments 0 points Most recent by Sherlock September 2020
• 
  when will Quicken update the lifetime planner to show Required Minimum Distributions starting at 72.

  Answered Closed luce1234 49 views 3 comments 0 points Most recent by Boatnmaniac September 2020
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  How do I get the employer match portion of my 401k contribution to not show up in my budget?

  Accepted Answer Closed KG 220 views 4 comments 0 points Most recent by KG September 2020
• 
  Seeing ". . ." in one of my budgeting categories

  Accepted Answer Closed JTClark 12 views 8 comments 0 points Most recent by JTClark September 2020
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  Lifetime Planner: Property Tax input within Home and Asset

  Accepted Answer Closed gtamm 58 views 10 comments 0 points Most recent by Boatnmaniac August 2020