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Lifetime Planner

52

Up

Lifetime Planner Bug and Idea List - Make Yourself Heard!

New Scooterlam 3.6K views 66 comments 52 points Most recent by Scooterlam July 11Budgeting and Planning Tools (Windows)
12

Up

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

Reviewed RonBask 3.4K views 22 comments 12 points Most recent by R Hudd May 18Investments (Windows)
Managing RMDs

Answered ✓ Closed jimarcher6837 505 views 7 comments 0 points Most recent by Jim_Harman January 31Investing (Windows)
Lifetime Planner Gone

Answered ✓ Closed kristi210 222 views 14 comments 0 points Most recent by kristi210 August 2021Budgeting and Planning Tools (Windows)
How to create a report, export (Excel & PDF), save & repeat later

Answered Closed jarhtmd 455 views 25 comments 1 point Most recent by jarhtmd August 2021Reports (Windows)
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)
RMD in Lifetime Planner?

Answered ✓ Closed DLS 412 views 2 comments 0 points Most recent by Boatnmaniac March 2021Budgeting and Planning Tools (Windows)
4

Up

Track how much you already saved by paying extra on loans.

New Cleopatra777 21 views 1 comment 4 points Most recent by mshiggins March 2021Budgeting and Planning Tools (Windows)
Categories not selected show in Planning View

Answered ✓ Closed pklocke 72 views 9 comments 0 points Most recent by Sherlock February 2021Budgeting and Planning Tools (Windows)
How do I enter employer 401k match to the lifetime planner?

Answered ✓ Closed Xander 41 views 2 comments 0 points Most recent by Scooterlam February 2021Budgeting and Planning Tools (Windows)
In the Lifetime Planner Tool, what is the tax deferred savings 403(b) employee contribution limit?

Answered ✓ Closed rmillerjrcpa 21 views 7 comments 0 points Most recent by Chris_QPW December 2020Budgeting and Planning Tools (Windows)
How do I change the "intended use" of my 529 account to a specific college expense?

Answered ✓ Closed garydobler 162 views 2 comments 0 points Most recent by Boatnmaniac July 2020Budgeting and Planning Tools (Windows)
Account Summary Report with the Account Details

Closed CowboyNav 543 views 2 comments 0 points Most recent by Sherlock July 2020Reports (Windows)
Why doesn't W2 gross match paystub

Answered ✓ Closed harry askenazi 574 views 25 comments 0 points Most recent by NotACPA June 2020Paying Bills, Online Billers & Reminders (Windows)
1

Up

Lifetime Planner IDEA: Debt Reduction Plan not Modelling Correctly

New Scooterlam 393 views 3 comments 1 point Most recent by Scooterlam May 2020Budgeting and Planning Tools (Windows)
Debt Payoff Planner and Life Planner

Answered Closed Priscilla 181 views 1 comment 0 points Most recent by Scooterlam April 2020Budgeting and Planning Tools (Windows)
WEP calculation

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

Answered Closed kinseattle 21 views 4 comments 0 points Most recent by kinseattle April 2020Budgeting and Planning Tools (Windows)
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)
4

Up

Savings Rate and Investment Rate Returns should be separate

New neil154 11 views 0 comments 4 points Started by neil154 April 2020 Budgeting and Planning Tools (Windows)
Asset Income in Lifetime Planner

Closed David Luckadoo 31 views 4 comments 0 points Most recent by markus1957 March 2020Budgeting and Planning Tools (Windows)

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