Lifetime Planner

Discussion List

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  Lifetime Planner functionality

  New Bikingengineer 15 views 1 comment 1 point Most recent by Chris_QPW 1:16AMProduct Enhancements
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  6

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  Include $ amounts in Lifetime Planner's Event List

  Reviewed BK 36 views 1 comment 6 points Most recent by BK May 6Budget 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 299 views 4 comments 38 points Most recent by Bradley Roseberry May 5Budget and Planning Tools
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  Why do my IRAs not show up in plan assumptions in the Lifetime Planner?

  System 23 views 2 comments 0 points Most recent by NotACPA April 24Budgeting and Planning Tools (Windows)
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  Fix assumptions report that includes wrong investments

  New IzzyPWD 11 views 0 comments 2 points Started by IzzyPWD April 16 Budget and Planning Tools
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  42

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

  Reviewed Scooterlam 416 views 13 comments 42 points Most recent by Quicken Anja March 31Budget and Planning Tools
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  49

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  Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

  Under Consideration Scooterlam 724 views 9 comments 49 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 113 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 33 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 73 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 21 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 145 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 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 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 42 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 290 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 463 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 41 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 42 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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  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Under Consideration Scooterlam 544 views 17 comments 56 points Most recent by Quicken Kristina April 2025Budget and Planning Tools
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  38

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  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 304 views 9 comments 38 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 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)