Planning Tools

Discussion List

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  How to use credit cards

  Closed Hanson 397 views 3 comments 0 points Most recent by GeoffG May 2020Registers & Transactions (Windows)
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  Can't get credit card transfers to show in the Spending TAB, not reports

  Answered ✓ Closed user_reh 842 views 6 comments 0 points Most recent by user_reh May 2020Reports (Windows)
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  Why does Quicken add balance adjustment to manually added mortgage account?

  Answered Closed harry askenazi 701 views 9 comments 0 points Most recent by NotACPA May 2020Registers & Transactions (Windows)
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  Payoff projection not calculating correctly

  Closed karen m 83 views 1 comment 0 points Most recent by Quicken_Tyka May 2020Registers & Transactions (Windows)
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  Debt Payoff Planner and Life Planner

  Answered Closed Priscilla 284 views 1 comment 0 points Most recent by Scooterlam April 2020Budgeting and Planning Tools (Windows)
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  WEP calculation

  Answered Closed acferrad 13 views 1 comment 0 points Most recent by markus1957 April 2020Reports (Windows)
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  How do I reset or edit Planning Assumptions

  Answered ✓ Closed acferrad 95 views 4 comments 0 points Most recent by acferrad April 2020Reports (Windows)
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  Social Security benefits in the Planner

  Answered ✓ Closed acferrad 176 views 5 comments 0 points Most recent by acferrad April 2020Budgeting and Planning Tools (Windows)
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  Retirement Planning: how do I obtain a cash flow by the month or year for all acounts

  Answered ✓ Closed acferrad 257 views 17 comments 0 points Most recent by acferrad April 2020Reports (Windows)
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  Planning: post retirement taxability

  Answered ✓ Closed acferrad 24 views 3 comments 0 points Most recent by Chris_QPW April 2020Reports (Windows)
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  New category not displaying in 1-Month Budget (Q Mac)

  Closed drumsdb 52 views 4 comments 0 points Most recent by drumsdb April 2020Budgeting and Planning Tools (Mac)
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  Many items added to planning budget are not showing actual amounts

  Answered ✓ Closed jameskusko 22 views 1 comment 0 points Most recent by UKR April 2020Budgeting and Planning Tools (Windows)
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  Quicken turns 144 months into 10 years ??

  Answered Closed Aggrivated 42 views 3 comments 0 points Most recent by Aggrivated April 2020Budgeting and Planning Tools (Windows)
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  Lifetime Planner options for Mac user?

  Answered ✓ Closed kinseattle 296 views 2 comments 0 points Most recent by kinseattle April 2020Budgeting and Planning Tools (Windows)
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  What is the "Difference" in the upper right corner of budgets supposed to represent?

  Answered Closed drumsdb 307 views 3 comments 0 points Most recent by John_in_NC April 2020Budgeting and Planning Tools (Mac)
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  Planning/Budgets issue

  Closed pritchdaddy1956 86 views 6 comments 0 points Most recent by pritchdaddy1956 April 2020Budgeting and Planning Tools (Windows)
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  Why does spending report show paycheck witholdings?

  Answered ✓ Closed harry askenazi 21 views 1 comment 0 points Most recent by NotACPA April 2020Using Quicken on the Web
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  automatic reminder entry causing problems

  Answered ✓ Closed Jane 444 views 5 comments 0 points Most recent by DesertRat March 2020Errors and Troubleshooting (Windows)
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  Merged: Budget Reporting Category sometimes not showing

  meinhardg 21 views 0 comments 0 points Most recent by meinhardg March 2020Budgeting and Planning Tools (Windows)
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  Merged: Does Quicken ever fix known issues like X-Ray?

  PCWrightTX 11 views 0 comments -1 point Most recent by PCWrightTX March 2020New to Quicken/Getting Started (Windows)
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  I want a simple Budget software for Household budget. Manual prepared Budget

  Answered Closed haaake25959 32 views 2 comments 0 points Most recent by Quicken_Tyka March 2020Budgeting and Planning Tools (Windows)
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  Paycheck wizard no longer has the option to enter employer 401k contribution

  Answered ✓ Closed AfricanSwallow 48 views 5 comments 0 points Most recent by AfricanSwallow March 2020Budgeting and Planning Tools (Windows)
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  How do I prevent a category from being included in the Spending report?

  Answered ✓ Closed vanderzyde 2.6K views 4 comments 0 points Most recent by Sherlock February 2020Reports (Windows)
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  Everything Else showing twice

  Answered ✓ Closed Roamer321 26 views 1 comment 0 points Most recent by UKR February 2020Budgeting and Planning Tools (Windows)