Planning Tools

Discussion List

• 
  Tax Planner for 2025 does not work.

  Answered WRR 160 views 9 comments 0 points Most recent by Quicken Anja December 20Budgeting and Planning Tools (Windows)
• 
  6

  Up
  New Budget Report that only shows budget values [Edited]

  Reviewed ray pingle 70 views 3 comments 6 points Most recent by James Nail December 19Reports
• 
  Monthly Salaries are displayed incorrectly

  bumgarb 155 views 20 comments 0 points Most recent by Quicken Anja December 17Paying Bills, Online Billers & Reminders (Windows)
• 
  Q Win Canada R65.20 - Budget Sliders not working

  Ken Brindley 22 views 1 comment 0 points Most recent by Quicken Kristina December 15All Things Canadian (Windows)
• 
  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)
• 
  1

  Up
  On "Planning" Tab, Make "Savings Goals" Sort By Selection Persistent

  Reviewed DavidBurdette 1 view 0 comments 1 point Started by DavidBurdette December 5 Display/UI
• 
  2

  Up
  Budgets for Seniors on Social Security

  Reviewed VAuser 32 views 2 comments 2 points Most recent by UKR November 24Budget and Planning Tools
• 
  45

  Up
  Add Collapse All/Expand All categories in budgets, and save state of which categories are collapsed

  Under Consideration IAHawk 1.2K views 27 comments 45 points Most recent by PaulM58 November 14Budget and Planning Tools
• 
  1

  Up
  Debt Reduction - Mark Credit Line as Pay in Full

  Reviewed jmclagan 11 views 0 comments 1 point Started by jmclagan November 12 Budget and Planning Tools
• 
  Why is a 'One-Time occurrence' Bill Reminder showing twice in planning?

  Answered Closed BobbyP 11 views 1 comment 0 points Most recent by Quicken Anja November 8Budgeting and Planning Tools (Windows)
• 
  "Only Once" reminder frequency duplicated in budget?

  Closed SomebodyInGNV 11 views 2 comments 0 points Most recent by SomebodyInGNV November 6Budgeting and Planning Tools (Windows)
• 
  Feature Request - Stop scrolling to top on Refresh

  Closed SteveInReno 81 views 4 comments 5 points Most recent by Quicken Kristina October 28Budgeting and Planning Tools (Windows)
• 
  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?
• 
  Budgeting by fiscal year instead of calendar year

  Answered Closed David Viking 62 views 8 comments 0 points Most recent by Quicken Kristina October 11Budgeting and Planning Tools (Windows)
• 
  Calendar has goal/planning entries

  Answered Closed Kevin McAlexander 11 views 1 comment 0 points Most recent by Kevin McAlexander October 3Budgeting and Planning Tools (Windows)
• 
  2

  Up
  Track expiration of promotional interest rates

  Reviewed Sisyphus1967 11 views 0 comments 2 points Started by Sisyphus1967 October 2 Manage Accounts and Transactions
• 
  1

  Up
  Debt Reduction Planner - Allow for a period of reduced or zero interest

  Reviewed Sisyphus1967 11 views 0 comments 1 point Started by Sisyphus1967 October 2 Budget and Planning Tools
• 
  2

  Up
  Have the Budget tool as a breakaway window

  Reviewed mikn67 1 view 0 comments 2 points Started by mikn67 September 27 Budget and Planning Tools
• 
  1

  Up
  Do a real budget forecast and make Quicken more useful

  Reviewed Dennis6@ 22 views 0 comments 1 point Started by Dennis6@ September 20 Budget and Planning Tools
• 
  Retirement Planner Salt Taxes Adjustment

  Answered Closed DLS 31 views 1 comment 0 points Most recent by Quicken Kristina September 14Budgeting and Planning Tools (Windows)
• 
  Paycheck Corruption - Easier way to Fix?

  Closed recursor1 61 views 2 comments 0 points Most recent by recursor1 September 12Budgeting and Planning Tools (Windows)
• 
  Budget Disappeared (No Planning tabs)

  Closed NicoA 151 views 9 comments 0 points Most recent by mshiggins September 2Budgeting and Planning Tools (Windows)
• 
  4

  Up
  Editing Budget - Show actual values alongside budgeted amounts (Q Mac) [Edited]

  Reviewed chasbgill 1 view 0 comments 4 points Started by chasbgill August 28 Budget and Planning Tools
• 
  5

  Up
  12-Months Budget View, change January - (current month) to January - (last complete month) [Edited]

  Reviewed GSW1982 22 views 1 comment 5 points Most recent by bethwr August 28Budget and Planning Tools
• 
  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)
• 
  How I use Savings Goals for Annual expenses

  Closed waynes4680 41 views 1 comment 1 point Most recent by Quicken Anja August 15Budgeting and Planning Tools (Windows)
• 
  2

  Up
  Offer budget reporting including carry-over totals.

  Reviewed Randyrama 11 views 0 comments 2 points Started by Randyrama August 14 Product Enhancements