Planning Tools

Discussion List

• 
  New Budget and existing balances

  Answered ✓ Closed MommaLlama 138 views 3 comments 0 points Most recent by jacobs January 2021Budgeting and Planning Tools (Mac)
• 
  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)
• 
  Spending Tab - income drop down slection

  Answered Closed Luther56 22 views 3 comments 0 points Most recent by Luther56 December 2020Registers & Transactions (Windows)
• 
  How do I split my datafile into two files?

  Answered raymorr2 419 views 9 comments 0 points Most recent by splasher December 2020Registers & Transactions (Windows)
• 
  SUGGESTION: Why not program Income Tab for Social Security?

  Closed RFB 83 views 2 comments 1 point Most recent by RFB December 2020Paying Bills, Online Billers & Reminders (Windows)
• 
  Noticed error Planning Tab - Annual View Budget Categories

  Answered Closed Snowman 185 views 11 comments 0 points Most recent by Snowman December 2020Budgeting and Planning Tools (Windows)
• 
  What If Tool in Mortgage has graphics cut off

  Answered Closed DogInTheDirt 105 views 5 comments 0 points Most recent by NotACPA December 2020Errors and Troubleshooting (Windows)
• 
  Bifurcating accounts?

  Answered ✓ Closed scodd84 51 views 5 comments 0 points Most recent by scodd84 November 2020New to Quicken/Getting Started (Windows)
• 
  Mortgage account not calculating remaining balance properly

  Closed mkruger21 104 views 2 comments 2 points Most recent by mkruger21 November 2020Errors and Troubleshooting (Mac)
• 
  Printing using Quicken Home & Business 2016

  Answered Closed Doug Olson 43 views 2 comments 0 points Most recent by Doug Olson November 2020Reports (Windows)
• 
  Projected Balances missing Income

  Answered Closed joecg 114 views 3 comments 0 points Most recent by joecg November 2020Reports (Windows)
• 
  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)
• 
  use a security as asset allocation benchmark?

  Answered gbeven 42 views 1 comment 0 points Most recent by Jim_Harman November 2020Investing (Windows)
• 
  i found a glitch in debt reduction screen

  Answered ✓ Closed livingco 94 views 6 comments 0 points Most recent by Scooterlam November 2020Budgeting and Planning Tools (Windows)
• 
  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)
• 
  Why is the "To Date" column in the Planning tab not correct when the monthly column is correct?

  Answered Closed mason.botts 15 views 1 comment 0 points Most recent by Quicken_Tyka September 2020Budgeting and Planning Tools (Windows)
• 
  Budget Planning for Retirement Accounts

  Closed JBDubhe 43 views 2 comments 0 points Most recent by Scooterlam August 2020Budgeting and Planning Tools (Windows)
• 
  Paycheck Wizard: Allow for 401K contributions to be categorized instead of transferred to 401K acct

  Closed Boatnmaniac 1.5K views 11 comments 10 points Most recent by Boatnmaniac July 2020Errors and Troubleshooting (Windows)
• 
  Is it possible to create an investment report that uses Asset Types instaed of Asset Classes?

  Answered ✓ Closed NYDenizen 55 views 4 comments 0 points Most recent by Bob_L July 2020Budgeting and Planning Tools (Windows)
• 
  Account Summary Report with the Account Details

  Closed CowboyNav 780 views 2 comments 0 points Most recent by Sherlock July 2020Reports (Windows)