Lifetime Planner

Discussion List

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  Lifetime planner Tax Deferred accounts

  Answered ✓ JRW1 60 views 4 comments 0 points Most recent by JRW1 January 3Budgeting and Planning Tools (Windows)
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  Can you remove/adjust the withdrawals from the Plan Summary in the Life Time Planner

  Answered Closed Margio 25 views 2 comments 0 points Most recent by mshiggins December 2025Budgeting and Planning Tools (Windows)
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  Large Expense Accounting Strategy Help Needed - Quicken 2013 [Edited]

  Answered Closed JCC555 128 views 12 comments 0 points Most recent by JCC555 December 2025Budgeting and Planning Tools (Windows)
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  Add Roth Conversion Estimator

  Reviewed CowboyNav1 38 views 5 comments 2 points Most recent by CowboyNav1 December 2025Product Enhancements
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  Lifetime Planner discrepancy with investment accounts

  Answered Closed IzzyPWD 32 views 1 comment 0 points Most recent by Quicken Kristina October 2025Questions about using the Community?
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  Lifetime Planner: Updated Links - Rate of Return and Inflation forecasts - 2025

  Closed Scooterlam 38 views 1 comment 1 point Most recent by Quicken Anja August 2025Budgeting and Planning Tools (Windows)
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  Where is Lifetime Planner?

  Answered Closed zim90 151 views 6 comments 0 points Most recent by zim90 June 2025Budgeting and Planning Tools (Windows)
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  How to create and manage Emergency Fund?

  Answered Closed mikek753b 414 views 38 comments -1 point Most recent by mikek753b June 2025Budgeting and Planning Tools (Windows)
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  Why doesn't Planner utilize 0 in Tax rate on gain in the Asset Sale Information tab?

  Answered ✓ Closed SeanHG 42 views 3 comments 0 points Most recent by Chris_QPW June 2025Budgeting and Planning Tools (Windows)
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  Planner width adjustable

  Reviewed jsnider47 40 views 5 comments 5 points Most recent by UKR June 2025Budget and Planning Tools
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  Lifetime planner needs additional anticipated return values for investments

  Reviewed jimkarl 21 views 1 comment 2 points Most recent by Jim_Harman June 2025Budget and Planning Tools
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  Introduce a Quicken Premium Subscription Integrating a High-end Retirement Planner (edited)

  Reviewed Jimhurley 344 views 4 comments 16 points Most recent by Framer Inc May 2025Product Enhancements
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  Managing the intersection between bills/income and the Lifetime Planner

  Closed Warhawk 67 views 5 comments 0 points Most recent by Warhawk May 2025Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

  Under Consideration Scooterlam 647 views 7 comments 49 points Most recent by Quicken Anja May 2025Budget and Planning Tools
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  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Under Consideration Scooterlam 527 views 17 comments 52 points Most recent by Quicken Kristina April 2025Budget and Planning Tools
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  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 282 views 9 comments 36 points Most recent by LeaningTower March 2025Budget and Planning Tools
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  choose accounts to use in Life Time Planner (LTP)

  Reviewed cmoore 41 views 0 comments 1 point Started by cmoore January 2025 Budget and Planning Tools
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  Lifetime planner is not including my taxable accounts in calculations

  Answered Closed wslaura 128 views 9 comments 0 points Most recent by mshiggins January 2025Budgeting and Planning Tools (Windows)
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  Please add Zero Dollar Based budgeting to the software!!! (at least as an option)

  Reviewed ChiTown094 1.6K views 14 comments 25 points Most recent by UKR December 2024Budget and Planning Tools
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  Is there any way to enter a pension into the Lifetime Planner that is not subject to income tax?

  Answered Closed LeaningTower 230 views 9 comments 0 points Most recent by Boatnmaniac November 2024Budgeting and Planning Tools (Windows)
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  Does the Lifetime Planner have a start date

  Answered ✓ Closed JNPoche 206 views 10 comments 0 points Most recent by Boatnmaniac November 2024Budgeting and Planning Tools (Windows)
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  When Lifetime Planner will separate Roth Tax Free from Tax Deferred?

  Closed mikek753b 238 views 10 comments 0 points Most recent by LeaningTower November 2024Budgeting and Planning Tools (Windows)
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  Lifetime Planner

  Closed kmwalshepa 71 views 2 comments 0 points Most recent by Chris_QPW October 2024Budgeting and Planning Tools (Windows)
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  Removed Feature: Hover over a bar in the lifetime planner to see Total Portfolio Value

  Answered ✓ Closed markjwilson 585 views 20 comments -1 point Most recent by Quicken Jasmine October 2024Investing (Windows)
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  Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

  Reviewed Scooterlam 402 views 12 comments 40 points Most recent by Markom October 2024Budget and Planning Tools
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  Lifetime Planner, 1st year shown is YTD(?)

  Answered Closed tho323 21 views 2 comments 0 points Most recent by tho323 June 2024Budgeting and Planning Tools (Windows)