Lifetime Planner

Discussion List

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  66

  Up
  Lifetime Planner Bug and Idea List - Make Yourself Heard!

  New Scooterlam 4.6K views 78 comments 66 points Most recent by JasonPerrone February 2025Budget and Planning Tools
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  20

  Up
  Need way to track Whole Life Insurance Asset/Cash Value (vs just Premiums)

  Reviewed RonBask 4.5K views 27 comments 20 points Most recent by Martimouse September 2024Investments
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  Managing RMDs

  Answered ✓ Closed jimarcher6837 613 views 7 comments 0 points Most recent by Jim_Harman January 2023Investing (Windows)
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  Lifetime Planner Gone

  Answered ✓ Closed kristi210 254 views 14 comments 0 points Most recent by kristi210 August 2021Budgeting and Planning Tools (Windows)
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  How to create a report, export (Excel & PDF), save & repeat later

  Answered Closed jarhtmd 766 views 25 comments 1 point Most recent by jarhtmd August 2021Reports (Windows)
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  entering comments on budget line items

  Closed Paul Kleeberg 21 views 2 comments 0 points Most recent by Paul Kleeberg July 2021Budgeting and Planning Tools (Mac)
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  RMD in Lifetime Planner?

  Answered ✓ Closed DLS 468 views 2 comments 0 points Most recent by Boatnmaniac March 2021Budgeting and Planning Tools (Windows)
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  Categories not selected show in Planning View

  Answered ✓ Closed pklocke 94 views 9 comments 0 points Most recent by Sherlock February 2021Budgeting and Planning Tools (Windows)
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  How do I enter employer 401k match to the lifetime planner?

  Answered ✓ Closed Xander 64 views 2 comments 0 points Most recent by Scooterlam February 2021Budgeting and Planning Tools (Windows)
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  In the Lifetime Planner Tool, what is the tax deferred savings 403(b) employee contribution limit?

  Answered ✓ Closed rmillerjrcpa 39 views 7 comments 0 points Most recent by Chris_QPW December 2020Budgeting and Planning Tools (Windows)
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  How do I change the "intended use" of my 529 account to a specific college expense?

  Answered ✓ Closed garydobler 257 views 2 comments 1 point Most recent by Boatnmaniac July 2020Budgeting and Planning Tools (Windows)
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  Account Summary Report with the Account Details

  Closed CowboyNav 773 views 2 comments 0 points Most recent by Sherlock July 2020Reports (Windows)
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  Why doesn't W2 gross match paystub

  Answered ✓ Closed harry askenazi 834 views 25 comments 0 points Most recent by NotACPA June 2020Paying Bills, Online Billers & Reminders (Windows)
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  Debt Payoff Planner and Life Planner

  Answered Closed Priscilla 285 views 1 comment 0 points Most recent by Scooterlam April 2020Budgeting and Planning Tools (Windows)
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  WEP calculation

  Answered Closed acferrad 11 views 1 comment 0 points Most recent by markus1957 April 2020Reports (Windows)
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  can QWin and QMac coexist? Quicken Premier subscription user

  Answered Closed kinseattle 23 views 4 comments 0 points Most recent by kinseattle April 2020Budgeting and Planning Tools (Windows)
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  Lifetime Planner options for Mac user?

  Answered ✓ Closed kinseattle 291 views 2 comments 0 points Most recent by kinseattle April 2020Budgeting and Planning Tools (Windows)
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  Asset Income in Lifetime Planner

  Closed David Luckadoo 32 views 4 comments 0 points Most recent by markus1957 March 2020Budgeting and Planning Tools (Windows)