Budgeting and Planning Tools (Windows)

Discussion List

• 
  Saved report has wrong budget year

  Answered Closed shawn 211 views 2 comments 1 point Most recent by Jim_Harman July 2019
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  Q17 Calendar doesn't refresh automatically

  Closed Clark_Phil 32 views 2 comments 0 points Most recent by Sherlock July 2019
• 
  How do I record an in-kind donation for tax purposes?

  Answered ✓ Closed Mark G 1.2K views 6 comments 0 points Most recent by Jim_Harman July 2019
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  Export budget to Excel

  Answered ✓ Closed chrisandmark330 292 views 4 comments 0 points Most recent by Snowman July 2019
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  How to create a personal budget and change the categories? Quicken for Mac.

  Answered ✓ Closed tgray110 31 views 1 comment -1 point Most recent by Quicken_Tyka July 2019
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  Merged: "Actual" numbers not showing on report

  clgreene@ 21 views 0 comments 0 points Most recent by clgreene@ July 2019
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  I am unable to create or run a budget report without Quicken crashing. Any ideas?

  Answered ✓ Closed kearncreek 42 views 1 comment 0 points Most recent by UKR July 2019
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  Spending Bar graph - report option?

  Answered ✓ Closed psenns 281 views 3 comments 0 points Most recent by Sherlock July 2019
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  Budget and Debt Planner Broken

  Answered ✓ Closed affinityhb 31 views 3 comments 0 points Most recent by affinityhb July 2019
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  Can't enter spouse's income in Tax Planner - using MFS not MFJ

  Answered ✓ Closed Joan Friedman 251 views 6 comments 0 points Most recent by rbknox July 2019
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  How do I save a budget

  Answered ✓ Closed Seymour Fiddle 21 views 1 comment 0 points Most recent by Sherlock July 2019
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  Debt planning feature

  Answered ✓ Closed kjwes 42 views 5 comments 0 points Most recent by Quicken Sarah July 2019
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  Transfer accounts in budgets deselected

  Answered ✓ Closed IsThatYourBag 31 views 3 comments 0 points Most recent by Greg_the_Geek July 2019
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  transfers in show as income on budget page but not on current budget reports. why?

  Answered ✓ Closed patfry 71 views 5 comments 0 points Most recent by NotACPA July 2019
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  collection accounts

  Answered ✓ Closed Kim1980 361 views 5 comments 0 points Most recent by NotACPA July 2019
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  Is it possible to change the dates in budgeting to match dates of income?

  Answered ✓ Closed palopetes 161 views 3 comments 0 points Most recent by Quicken Sarah July 2019
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  Lifetime Planner RMD tables in Quicken 2017 [Mods - Do Not Archive]

  Closed Unknown 400 views 39 comments 0 points Most recent by Bedford August 2018
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  How does the Planning feature treat the Required Minimum Distribution (RMD) [Mods - Do Not Archive]

  Closed iclarius 892 views 28 comments 0 points Most recent by iclarius June 2017