Lifetime Planner

Discussion List

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  Where is Lifetime Planner?

  Answered zim90 91 views 6 comments 0 points Most recent by zim90 June 18Budgeting and Planning Tools (Windows)
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  How to create and manage Emergency Fund?

  Answered Closed mikek753b 371 views 38 comments -1 point Most recent by mikek753b June 11Budgeting 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 31 views 3 comments 0 points Most recent by Chris_QPW June 11Budgeting and Planning Tools (Windows)
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  Planner width adjustable

  Reviewed jsnider47 31 views 5 comments 4 points Most recent by UKR June 10Budget 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 5Budget and Planning Tools
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  Introduce a Quicken Premium Subscription Integrating a High-end Retirement Planner (edited)

  Reviewed Jimhurley 301 views 4 comments 15 points Most recent by Framer Inc May 20Product Enhancements
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  Managing the intersection between bills/income and the Lifetime Planner

  Closed Warhawk 51 views 5 comments 0 points Most recent by Warhawk May 4Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

  Under Consideration Scooterlam 601 views 7 comments 47 points Most recent by Quicken Anja May 2Budget and Planning Tools
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  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Under Consideration Scooterlam 471 views 17 comments 51 points Most recent by Quicken Kristina April 21Budget and Planning Tools
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  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 251 views 9 comments 34 points Most recent by LeaningTower March 15Budget 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 16 Budget and Planning Tools
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  Lifetime planner is not including my taxable accounts in calculations

  Answered Closed wslaura 121 views 9 comments 0 points Most recent by mshiggins January 5Budgeting and Planning Tools (Windows)
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  Please add Zero Dollar Based budgeting to the software!!! (at least as an option)

  Reviewed ChiTown094 1.5K views 14 comments 24 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 191 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 161 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 201 views 10 comments 0 points Most recent by LeaningTower November 2024Budgeting and Planning Tools (Windows)
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  Lifetime Planner: Be able to set year or age for Reduce the Social Security benefit amount to start

  Reviewed JalnaK 31 views 1 comment 7 points Most recent by Boatnmaniac November 2024Budget and Planning Tools
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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 531 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 341 views 12 comments 39 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)
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  Lifetime Planner IDEA: Improve how IRA and 401K Accounts are Modelled in LTP

  Reviewed Scooterlam 211 views 6 comments 27 points Most recent by Quicken Anja May 2024Budget and Planning Tools
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  How to record a reverse mortgage in Lifetime Planner

  Answered Closed Trisha P 61 views 1 comment 0 points Most recent by Tom Young March 2024Budgeting and Planning Tools (Windows)
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  Planning Tab - changing assumptions

  Closed BCtexas 31 views 1 comment 0 points Most recent by UKR March 2024Budgeting and Planning Tools (Windows)
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  The Community Meetup- February 2024 Edition

  Closed Quicken Janean 921 views 13 comments 0 points Most recent by Scooterlam February 2024The Community Meetup Newsletter
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  quicken for Mac doesn't have the retirement planning?

  Closed mporter 411 views 1 comment 0 points Most recent by jacobs February 2024Budgeting and Planning Tools (Mac)
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  Lifetime planner maximum contribution

  Closed mbrown0812 51 views 3 comments 0 points Most recent by mbrown0812 January 2024Errors and Troubleshooting (Windows)