Planning Tools

Discussion List

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  Add a column that shows the last date in a Scheduled Transaction series (Q Mac)

  Reviewed richleyh55082 16 views 1 comment 1 point Most recent by Quicken Kristina April 13Canada Mac
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  Add Lifetime/Retirement Planner to Quicken Mac (70 Legacy Votes)

  Planned John L1 6.2K views 172 comments 206 points Most recent by jacobs April 9Budget and Planning Tools
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  Sync Quicken calendar with iCal and/or Google (24 Legacy Votes)

  Reviewed JonBass 2K views 18 comments 13 points Most recent by Quicken Anja April 1Paying Bills, Online Billers & Reminders
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  Collapse Categories in Budget view (6 Legacy Votes)

  Reviewed hmday 861 views 24 comments 32 points Most recent by Quicken Anja March 31Budget and Planning Tools
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  Tabs line is missing from the top of registers.

  Kathryn See 23 views 1 comment 0 points Most recent by Jim_Harman March 30Registers & Transactions (Windows)
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  Encountering multiple known issues [Edited]

  Tammy Van Buren 53 views 3 comments 0 points Most recent by Quicken Kristina March 16Download, Add/Update Accounts (Windows)
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  allow an account to have a separate calendar

  Reviewed kevin55 23 views 2 comments 1 point Most recent by kevin55 March 10Ideas for Windows Classic
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  Lifetime Planner - Planning Assumptions Window Too Small

  Closed DanKinman 42 views 1 comment 0 points Most recent by Scooterlam February 22Budgeting and Planning Tools (Windows)
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  Dashboard customization feature: allow adding custom reports

  Reviewed danielsun77 53 views 3 comments 1 point Most recent by danielsun77 February 15Product Enhancements
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  Budget view customization

  Reviewed danielsun77 11 views 0 comments 3 points Most recent by danielsun77 February 15Product Enhancements
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  Life Time Planner- Monte Carlo simulations?

  Under Consideration Quicken Community 1.2K views 16 comments 47 points Most recent by Quicken Anja January 31Budget and Planning Tools
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  Capital Gains Estimator

  Closed MMinderbinder 134 views 12 comments 0 points Most recent by Cyclist January 21Investing (Windows)
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  Show Annual Budget Totals

  Answered Closed jtgostars 32 views 2 comments 0 points Most recent by Bob_L January 21Budgeting and Planning Tools (Windows)
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  Stay on top of monthly bills card and "what's left"

  Answered Closed Michael Rosen 31 views 4 comments 0 points Most recent by Michael Rosen January 19Download, Add/Update Accounts (Windows)
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  Printing out the results of the Lifetime Planner

  Under Consideration Quicken Community 892 views 14 comments 48 points Most recent by Quicken Anja December 2025Budget and Planning Tools
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  QMac: Savings Goals (111 Legacy + Merged Votes)

  Under Consideration Quicken Community 6.8K views 126 comments 292 points Most recent by Quicken Alyssa December 2025Product Enhancements
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  When will tax year 2026 be available in the Tax Planner for Quicken Classic Windows subscription?

  Answered ✓ Closed sferrell 82 views 3 comments 0 points Most recent by Quicken Anja December 2025Budgeting and Planning Tools (Windows)
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  Employee Stock Ownership Plan (Private company)

  Answered Closed munch008 33 views 2 comments 0 points Most recent by munch008 November 2025Investing (Windows)
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  Improve the functionality of 'Seperate' Accounts in Budget Planner

  Reviewed Don Mueller 62 views 5 comments 1 point Most recent by Don Mueller November 2025Budget and Planning Tools
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  Temporary workaround for temporary senior bonus deduction?

  Answered Closed SomebodyInGNV 72 views 2 comments 0 points Most recent by SomebodyInGNV October 2025Budgeting and Planning Tools (Windows)
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  Stock Donations to Charity

  Closed daleziegler 163 views 10 comments 0 points Most recent by NotACPA October 2025Investing (Windows)
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  Report Showing Average

  Reviewed davis.mc 41 views 5 comments 3 points Most recent by davis.mc September 2025Reports
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  SALT (State and Local Tax) deduction

  Answered Closed Seth 113 views 4 comments 0 points Most recent by Chris_QPW August 2025Budgeting and Planning Tools (Windows)
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  Projected Balances chart does NOT reflect mortgage payments!

  Closed dlipetz 21 views 1 comment 0 points Most recent by dlipetz July 2025Budgeting and Planning Tools (Windows)
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  Student Loan Details

  Reviewed Quicken Community 3.8K views 10 comments 22 points Most recent by et85219 July 2025Manage Accounts and Transactions
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  Tax Planner - why isn't deduction for exemptions included

  Answered Closed RG8 76 views 5 comments 0 points Most recent by Boatnmaniac June 2025Budgeting and Planning Tools (Windows)
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  Where is Lifetime Planner?

  Answered Closed zim90 195 views 6 comments 0 points Most recent by zim90 June 2025Budgeting and Planning Tools (Windows)
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  Add Lifetime Planner to Quicken Windows Canadian version

  Reviewed zim90 22 views 1 comment 4 points Most recent by NotACPA June 2025Canada Windows
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  Lifetime planner needs additional anticipated return values for investments

  Reviewed jimkarl 31 views 1 comment 3 points Most recent by Jim_Harman June 2025Budget and Planning Tools