Planning Tools

Discussion List

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  Portfolio X-Ray never finishes a update

  Greg Lampe 25 views 4 comments 0 points Most recent by NotACPA May 12Investing (Windows)
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  Tabs line is missing from the top of registers.

  Kathryn See 26 views 3 comments 0 points Most recent by Quicken Anja May 7Registers & Transactions (Windows)
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  206
  Add Lifetime/Retirement Planner to Quicken Mac (70 Legacy Votes)

  Planned John L1 6.3K views 173 comments 206 points Most recent by knf423 April 17Budget and Planning Tools
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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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  13

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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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  32

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  Collapse Categories in Budget view (6 Legacy Votes)

  Reviewed hmday 866 views 24 comments 32 points Most recent by Quicken Anja March 31Budget and Planning Tools
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  Encountering multiple known issues [Edited]

  Closed Tammy Van Buren 54 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 22 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 52 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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  48

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  Life Time Planner- Monte Carlo simulations?

  Under Consideration Quicken Community 1.2K views 16 comments 48 points Most recent by Quicken Anja January 31Budget and Planning Tools
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  Capital Gains Estimator

  Closed MMinderbinder 132 views 12 comments 0 points Most recent by Cyclist January 21Investing (Windows)
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  Show Annual Budget Totals

  Answered Closed jtgostars 31 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 34 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 894 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 293 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 81 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 61 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 71 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 112 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 72 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 290 views 6 comments 0 points Most recent by zim90 June 2025Budgeting and Planning Tools (Windows)