Lifetime Planner

Discussion List

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  1

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  Fix assumptions report that includes wrong investments

  New IzzyPWD 13 views 0 comments 1 point Started by IzzyPWD April 16 Budget and Planning Tools
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  38

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  Lifetime Planner IDEA: Allow User Reset of Data and Save Multiple "What If" Plan Scenarios

  Reviewed Scooterlam 287 views 3 comments 38 points Most recent by Quicken Anja April 8Budget and Planning Tools
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  40

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  Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

  Reviewed Scooterlam 415 views 13 comments 40 points Most recent by Quicken Anja March 31Budget and Planning Tools
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  48

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  Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

  Under Consideration Scooterlam 715 views 9 comments 48 points Most recent by user17881 February 22Budget and Planning Tools
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  25

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  Please add Zero Dollar Based budgeting to the software!!! (at least as an option)

  Reviewed ChiTown094 1.7K views 15 comments 25 points Most recent by majorgear February 16Budget and Planning Tools
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  Lifetime Planner not Supported

  Closed GlennK 115 views 3 comments 0 points Most recent by NotACPA February 11Budgeting and Planning Tools (Windows)
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  Merged: Monte Carlo Analysis

  Closed AG2026 1 view 0 comments 1 point Most recent by AG2026 January 31Community Improvement Suggestions
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  Lifetime Planner - cannot access/change assumptions

  Answered Closed Yossarian 34 views 2 comments 1 point Most recent by UKR January 26Budgeting and Planning Tools (Windows)
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  Lifetime planner Tax Deferred accounts

  Answered ✓ Closed JRW1 74 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 23 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 147 views 12 comments 0 points Most recent by JCC555 December 2025Budgeting and Planning Tools (Windows)
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  4

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  Add Roth Conversion Estimator

  Reviewed CowboyNav1 54 views 5 comments 4 points Most recent by CowboyNav1 December 2025Product Enhancements
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  Lifetime Planner discrepancy with investment accounts

  Answered Closed IzzyPWD 33 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 41 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 214 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 454 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 43 views 3 comments 0 points Most recent by Chris_QPW June 2025Budgeting and Planning Tools (Windows)
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  5

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  Planner width adjustable

  Reviewed jsnider47 41 views 5 comments 5 points Most recent by UKR June 2025Budget and Planning Tools
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  3

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  Lifetime planner needs additional anticipated return values for investments

  Reviewed jimkarl 31 views 1 comment 3 points Most recent by Jim_Harman June 2025Budget and Planning Tools
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  16

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  Introduce a Quicken Premium Subscription Integrating a High-end Retirement Planner (edited)

  Reviewed Jimhurley 363 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 62 views 5 comments 0 points Most recent by Warhawk May 2025Budgeting and Planning Tools (Windows)
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  55

  Up
  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Under Consideration Scooterlam 542 views 17 comments 55 points Most recent by Quicken Kristina April 2025Budget and Planning Tools
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  38

  Up
  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 303 views 9 comments 38 points Most recent by LeaningTower March 2025Budget and Planning Tools
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  1

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  choose accounts to use in Life Time Planner (LTP)

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

  Answered Closed wslaura 131 views 9 comments 0 points Most recent by mshiggins January 2025Budgeting and Planning Tools (Windows)
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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 241 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 221 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 251 views 10 comments 0 points Most recent by LeaningTower November 2024Budgeting and Planning Tools (Windows)