Quicken Community is moving to Single Sign On! Starting 1/22/21, you'll sign in to the community with your Quicken ID. For more information: http://bit.ly/CommunitySSO

Printing out the results of the lifetime planner

Please update the program to allow the user to printout a formal report of the results from the "Lifetime Planner". It would be useful to be able to share this useful tool with financial advisors, family members, etc. 


3
3 votes

No Status · Last Updated

Comments

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    edited April 2017
    Good suggestion.
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • Scooterlam
    Scooterlam SuperUser ✭✭✭✭✭
    edited November 2020
    Adding some color to this idea.....

    While the File>Print Lifetime Planner feature tries to do some of this, it falls way short of a proper retirement plan report.  

    Some features of the online and printable report, I would like to see:
    1. Cover Page
    2. Summary Page with Plan Graphic and Stoplight
    3. Plan Assumptions Page - All of them!
    4. Account Balances Page - All financial account balances and contributions
    5. Income Page - SS, Pensions et al, windfalls, et al table
    6. Expense Page - Living Expenses, Special Expenses et al table
    7. Account draw-down Page - Draw-down by account by year
    8. Composite Plan Data Table  - Data from Plan Graph 
    9. Asset Allocation Charts - Current and Target
    10. Investment Portfolio Performance Chart - Last 12 month
    Allow this report to be run and saved from either the current LTP assumptions or from the What-if assumptions.

    Currently, I assemble a similar report once a year and it has proved to be very useful to compare planner results YoY and provide a starting point for the next year.  I also include budget results of the prior year and budget plan of the next year as well.

    Alternatively, and perhaps a much larger task, is to modify the LTP main UI to incorporate the functionality of the "Home" tab.  That is, to allow the user to insert pre-built "views" in the LTP tab (similar in concept to Home tab functionality). 

    The pre-built views to include # 2 - 10 described above.   Make the LTP UI a user defined mix.  From there, allow the user to create a printable report of the visible views.
  • acferrad
    acferrad Member ✭✭
    Great idea!
Sign In or Register to comment.