Planning Tools

Discussion List

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  Paycheck wizard no longer has the option to enter employer 401k contribution

  Answered ✓ Closed AfricanSwallow 51 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 21 views 1 comment 0 points Most recent by UKR February 2020Budgeting and Planning Tools (Windows)
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  Budget showing negative for budgeted amount

  Answered ✓ Closed LGMartin 491 views 4 comments 0 points Most recent by LGMartin January 2020Budgeting and Planning Tools (Mac)
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  Can I schedule a future transfer between two direct connect accounts (Savings to Checking)?

  Answered ✓ Closed djbenedetti 71 views 5 comments 0 points Most recent by John_in_NC January 2020Download, Add/Update Accounts (Mac)
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  How to track Special Financing transactions / Equal payment transactions

  Closed JoshJinATL 852 views 5 comments 0 points Most recent by NotACPA January 2020Budgeting and Planning Tools (Mac)
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  How to not show hidden budget subcategories from showing in reports

  Answered ✓ Closed Paul Kleeberg 382 views 2 comments 0 points Most recent by UKR January 2020Budgeting and Planning Tools (Mac)
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  Managing annual/biannual expenses

  Closed BobBolt1 71 views 2 comments 0 points Most recent by mshiggins January 2020New to Quicken/Getting Started (Windows)
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  How to show transfers to IRA, college savings, etc. as expenses in income & expense report

  Closed LWDC 41 views 2 comments 0 points Most recent by Jim_Harman January 2020Reports (Windows)
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  Cash Flow

  Answered Closed MVW 131 views 4 comments 0 points Most recent by Quicken_Tyka January 2020Budgeting and Planning Tools (Windows)
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  Tax Planner for 2020 is NOT stable

  Answered Closed Ken Templin 241 views 3 comments 0 points Most recent by Ken Templin January 2020Budgeting and Planning Tools (Windows)
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  Budget from 2019 to 2020

  Closed elledee0617 491 views 7 comments 0 points Most recent by Bleuedog January 2020Budgeting and Planning Tools (Windows)
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  Why is my financial calendar showing a difference of $25,000 from the register?

  Answered ✓ Closed sgarietycat 33 views 3 comments 0 points Most recent by Ps56k2 January 2020Budgeting and Planning Tools (Windows)
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  Merged: Cash Flow Report

  MVW 1 view 0 comments 0 points Most recent by MVW January 2020Budgeting and Planning Tools (Windows)
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  Mortgage 'what if I' tool

  Closed tconnell 182 views 2 comments 0 points Most recent by tconnell December 2019Budgeting and Planning Tools (Mac)
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  Bill Reminder Grouping

  Answered ✓ Closed Rob Beck 71 views 1 comment 0 points Most recent by mshiggins December 2019Budgeting and Planning Tools (Windows)
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  Values don't match in 1-month and 12-month views (Q Mac)

  Answered ✓ Closed BadHaircut 22 views 1 comment 0 points Most recent by John_in_NC December 2019Budgeting and Planning Tools (Mac)
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  Projected balances on multiple accounts

  Closed reiseman57 31 views 1 comment 0 points Most recent by Snowman December 2019Budgeting and Planning Tools (Windows)
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  Up
  Idea: Add a "net balance" option to Projected Bills graph (9 Legacy Votes)

  Reviewed Scooterlam 305 views 36 comments 3 points Most recent by walker.sc December 2019Paying Bills, Online Billers & Reminders
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  Budget and projected balance

  Closed Olliebeanz 802 views 8 comments 0 points Most recent by Snowman December 2019Budgeting and Planning Tools (Windows)
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  Edit a single instance of a bill

  Answered ✓ Closed barbnashone 21 views 1 comment 0 points Most recent by NotACPA December 2019Budgeting and Planning Tools (Windows)
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  Planning / Budget / Annual Review / Arrow right to 2020

  Answered ✓ Closed bickp 31 views 2 comments 0 points Most recent by UKR December 2019Budgeting and Planning Tools (Windows)
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  Converting Windows to Mac: Savings Goals

  Answered ✓ Closed BAF 52 views 3 comments 0 points Most recent by smayer97 November 2019File Conversion and Backup (Mac)