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.
Tagged:
8

Comments
Questions? Check out the Quicken Windows FAQ list
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 printable report, I would like to see:
- Cover Page
- Summary Page with Plan Graphic and Stoplight
- Plan Assumptions Page - All of them!
- Account Balances Page - All financial account balances and contributions
- Income Page - SS, Pensions et al, windfalls, et al table
- Expense Page - Living Expenses, Special Expenses et al table
- Account draw-down Page - Draw-down by account by year
- Composite Plan Data Table - Data from Plan Graph
- Asset Allocation Charts - Current and Target
- 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.