Planning Tools

Discussion List

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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 62 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 31 views 4 comments 0 points Most recent by volvogirl January 2021Reports (Windows)
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  New Budget and existing balances

  Answered ✓ Closed MommaLlama 110 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 22 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 397 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 82 views 2 comments 1 point Most recent by RFB December 2020Paying Bills, Online Billers & Reminders (Windows)
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  Noticed error Planning Tab - Annual View Budget Categories

  Answered Closed Snowman 162 views 11 comments 0 points Most recent by Snowman December 2020Budgeting and Planning Tools (Windows)
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  What If Tool in Mortgage has graphics cut off

  Answered Closed DogInTheDirt 101 views 5 comments 0 points Most recent by NotACPA December 2020Errors and Troubleshooting (Windows)
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  Bifurcating accounts?

  Answered ✓ Closed scodd84 53 views 5 comments 0 points Most recent by scodd84 November 2020New to Quicken/Getting Started (Windows)
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  Mortgage account not calculating remaining balance properly

  Question Closed mkruger21 83 views 2 comments 2 points Most recent by mkruger21 November 2020Errors and Troubleshooting (Mac)
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  Printing using Quicken Home & Business 2016

  Answered Closed Doug Olson 42 views 2 comments 0 points Most recent by Doug Olson November 2020Reports (Windows)
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  Projected Balances missing Income

  Answered Closed joecg 101 views 3 comments 0 points Most recent by joecg November 2020Reports (Windows)
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  Is there a way to get one step update to stop setting scheduled transactions for bills to zero

  Answered Closed noratrace99 64 views 1 comment 0 points Most recent by jrich75 November 2020Budgeting and Planning Tools (Windows)
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  use a security as asset allocation benchmark?

  Answered gbeven 41 views 1 comment 0 points Most recent by Jim_Harman November 2020Investing (Windows)
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  i found a glitch in debt reduction screen

  Answered ✓ Closed livingco 82 views 6 comments 0 points Most recent by Scooterlam November 2020Budgeting and Planning Tools (Windows)
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  How do I include portions of a past expense into future budgets?

  Answered ✓ Closed doodles 11 views 2 comments 0 points Most recent by doodles September 2020Budgeting and Planning Tools (Windows)
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  Why is the "To Date" column in the Planning tab not correct when the monthly column is correct?

  Answered Closed mason.botts 11 views 1 comment 0 points Most recent by Quicken_Tyka September 2020Budgeting and Planning Tools (Windows)
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  Budget Planning for Retirement Accounts

  Question Closed JBDubhe 42 views 2 comments 0 points Most recent by Scooterlam August 2020Budgeting and Planning Tools (Windows)