Budgeting and Planning Tools (Windows)

Discussion List

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  In Tax Planner, the Dividend Data for 2019 is not coming in. The transactions are tagged and linked

  Answered ✓ Closed Kenyon51 94 views 7 comments 0 points Most recent by Rocket J Squirrel January 2020
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  Why do some hidden accounts not show as hidden when selecting accounts for a budget?

  Answered ✓ Closed T Herbert 44 views 1 comment 0 points Most recent by Sherlock January 2020
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  How do I get the Budget Tab to show up?

  Answered ✓ Closed Alan Northam 33 views 1 comment 0 points Most recent by Alan Northam January 2020
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  Merged: Tax Planner issue - Dividends not appearing

  Kenyon51 11 views 0 comments 0 points Most recent by Kenyon51 January 2020
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  I want accurate numbers by month and quicken is giving me averages the same for each month.

  Answered Closed elwynfrey 23 views 1 comment 0 points Most recent by Quicken_Natalie January 2020
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  Budget from 2019 to 2020

  Closed elledee0617 504 views 7 comments 0 points Most recent by Bleuedog January 2020
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  How can I access prior budget years and budget from the drop down menus in the spending repors?

  Answered Closed hmday 66 views 10 comments 0 points Most recent by hmday January 2020
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  How do I include Cash Accounts in the Lifetime Planning tool?

  Answered ✓ Closed hub0847 26 views 2 comments 0 points Most recent by hub0847 January 2020
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  My stored paychecks are being wiped out.

  Answered ✓ Closed joseph.sherr 23 views 2 comments 0 points Most recent by joseph.sherr January 2020
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  Recovering past year's budget and associated expenses

  Answered ✓ Closed Art Kelly 16 views 3 comments 0 points Most recent by GeoffG January 2020
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  Why does my annual pie chart show 1/3 of my spending as "Other"?

  Answered ✓ Closed David F Kronbach 65 views 1 comment 0 points Most recent by Rocket J Squirrel January 2020
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  How do I edit a line in the budget? (Edited to include topic)

  Answered ✓ Closed Goldengirl2020 35 views 1 comment 0 points Most recent by Sherlock January 2020
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  Why is my financial calendar showing a difference of $25,000 from the register?

  Answered ✓ Closed sgarietycat 33 views 3 comments 0 points Most recent by Ps56k2 January 2020
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  Merged: Cash Flow Report

  MVW 1 view 0 comments 0 points Most recent by MVW January 2020
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  Does the Lifetime Planner module need to be modified to reflect the SECURE Act provisions

  Closed wgmelton 55 views 2 comments 0 points Most recent by Scooterlam January 2020
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  Budgeting for a year

  Closed MarieBaumann 74 views 5 comments 0 points Most recent by MarieBaumann January 2020
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  Budget only report

  Answered ✓ Closed walker.sc 77 views 3 comments 0 points Most recent by PedroCG January 2020
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  Loan Payment:Interest category not showing in Register or budget

  Answered ✓ Closed derky811 83 views 1 comment 0 points Most recent by Sherlock January 2020
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  Qucken created a new 2020 budget. How do i save it

  Answered ✓ Closed Seymour Fiddle 63 views 1 comment 0 points Most recent by Sherlock January 2020
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  Is there a way to start a new file for each year?

  Answered ✓ Closed shirbert 1.7K views 5 comments 0 points Most recent by shirbert January 2020
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  Changing the Budget Year in the Main View to 2020

  Answered ✓ Closed Angelo Bione 23 views 1 comment 0 points Most recent by Angelo Bione January 2020
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  Non-Taxable Reimbursements Show incorrectly

  Closed System 33 views 2 comments 0 points Most recent by Sherlock January 2020
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  Tax Planner - wants to install something from original Quicken.MSI package

  Closed Ps56k2 91 views 7 comments 0 points Most recent by Ps56k2 January 2020
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  What am I doing wrong?

  Answered ✓ Closed das/ 32 views 2 comments 0 points Most recent by Quicken_Tyka January 2020
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  Merged: I cannot see (edit) my expense accounts in my budget. Only income accounts?

  spreeter 41 views 0 comments 0 points Most recent by spreeter January 2020
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  Where is the Planning tab?

  Closed SteveMc 33 views 1 comment 0 points Most recent by mshiggins January 2020
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  What EoY or BoY routines do you do in Quicken?

  Closed Scooterlam 54 views 6 comments 1 point Most recent by jr7107 January 2020
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  Receipt Manager software for Q Deluxe?

  Closed QHellp 54 views 2 comments 0 points Most recent by NotACPA January 2020
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  Is there a way to run a report of current budget balances?

  Answered ✓ Closed joezano1 158 views 9 comments 0 points Most recent by joezano1 January 2020
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  Why does tell Quicken tell me it created a budget for the year 1900?

  Closed danboyne 32 views 1 comment 0 points Most recent by UKR January 2020