Lifetime Planner

Discussion List

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  Can you remove/adjust the withdrawals from the Plan Summary in the Life Time Planner

  Answered Margio 23 views 2 comments 0 points Most recent by mshiggins December 8Budgeting and Planning Tools (Windows)
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  Large Expense Accounting Strategy Help Needed - Quicken 2013 [Edited]

  Answered JCC555 122 views 12 comments 0 points Most recent by JCC555 December 4Budgeting and Planning Tools (Windows)
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  Add Roth Conversion Estimator

  Reviewed CowboyNav1 31 views 5 comments 1 point Most recent by CowboyNav1 December 4Product Enhancements
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  Lifetime Planner discrepancy with investment accounts

  Answered Closed IzzyPWD 31 views 1 comment 0 points Most recent by Quicken Kristina October 24Questions about using the Community?
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  Lifetime Planner: Updated Links - Rate of Return and Inflation forecasts - 2025

  Closed Scooterlam 31 views 1 comment 1 point Most recent by Quicken Anja August 27Budgeting and Planning Tools (Windows)
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  Where is Lifetime Planner?

  Answered Closed zim90 141 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 411 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 41 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 5 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 333 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 62 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 641 views 7 comments 49 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 512 views 17 comments 52 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 271 views 9 comments 35 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 123 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 1.6K 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 222 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 192 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 231 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 571 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 392 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)
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  Lifetime Planner IDEA: Improve how IRA and 401K Accounts are Modelled in LTP

  Reviewed Scooterlam 221 views 6 comments 27 points Most recent by Quicken Anja May 2024Budget and Planning Tools