Planning Tools

Discussion List

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  Accepted transactions do not appear in budget planning screen until after Quicken restart

  Answered ✓ Robert Edgar 101 views 11 comments 0 points Most recent by Quicken Anja March 2021Investing (Windows)
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  Tax Planner Blues

  Closed James Courtney 262 views 2 comments 0 points Most recent by markus1957 March 2021Budgeting and Planning Tools (Windows)
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  Having trouble inputting a paycheck.

  Answered ✓ Closed sgrimm 81 views 3 comments 0 points Most recent by Frankx February 2021Budgeting and Planning Tools (Windows)
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  planning and rollover amounts

  Answered Closed DougMacMillan 21 views 3 comments 0 points Most recent by Chris_QPW February 2021Budgeting and Planning Tools (Windows)
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  How to use Capital Gains Estimator to find investment lots with maximum capital gains

  Closed desplin 62 views 4 comments 0 points Most recent by desplin February 2021Budgeting and Planning Tools (Windows)
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  Cash-flow reporting

  Answered ✓ Closed Dcan 71 views 1 comment 0 points Most recent by Tom Young February 2021Budgeting and Planning Tools (Windows)
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  I am unable to view Planning tab (yes, i have looked in View>Show Tabs, classic menu, nothing there)

  Answered Closed YH89 422 views 9 comments 0 points Most recent by Quicken_Tyka February 2021Budgeting and Planning Tools (Windows)
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  Tax Planner for 2021 not showing pre-tax deductions in paychecks

  Closed Tammy Van Buren 152 views 3 comments 0 points Most recent by Gilley7997 January 2021Budgeting and Planning Tools (Windows)
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  Foreign Currency transactions not converting for budget

  Answered Closed D_McGhee 113 views 2 comments 0 points Most recent by D_McGhee January 2021Budgeting and Planning Tools (Windows)
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  Tax Planner Data Source - TurboTax can not be selected

  Closed EU_Mart 41 views 5 comments 0 points Most recent by screwedbyexisten January 2021Budgeting and Planning Tools (Windows)
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  In/Out/Profit/Loss snapshot on the Home tab or Rental Property Tab does not populate Loans?

  Answered ✓ Closed jnprop 42 views 3 comments 0 points Most recent by jnprop January 2021Budgeting and Planning Tools (Windows)
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  Cash Flow Statement

  Answered Closed clippus 61 views 1 comment 0 points Most recent by Quicken Diana January 2021Budgeting and Planning Tools (Windows)
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  New categories

  Answered Closed purdue69 32 views 4 comments 0 points Most recent by volvogirl January 2021Reports (Windows)
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  New Budget and existing balances

  Answered ✓ Closed MommaLlama 131 views 3 comments 0 points Most recent by jacobs January 2021Budgeting and Planning Tools (Mac)
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  Merged: Its now January 2021 and my data is no longer showing in Tax Planner for 2020

  Roger 101 views 0 comments 0 points Most recent by Roger January 2021Budgeting and Planning Tools (Windows)
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  Spending Tab - income drop down slection

  Answered Closed Luther56 21 views 3 comments 0 points Most recent by Luther56 December 2020Registers & Transactions (Windows)
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  How do I split my datafile into two files?

  Answered raymorr2 412 views 9 comments 0 points Most recent by splasher December 2020Registers & Transactions (Windows)
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  SUGGESTION: Why not program Income Tab for Social Security?

  Closed RFB 81 views 2 comments 1 point Most recent by RFB December 2020Paying Bills, Online Billers & Reminders (Windows)