Planning Tools

Discussion List

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  Monthly Salaries are displayed incorrectly

  bumgarb 35 views 2 comments 0 points Most recent by bumgarb 4:42PMPaying Bills, Online Billers & Reminders (Windows)
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  Tax Planner for 2025 does not work.

  Answered WRR 22 views 1 comment 0 points Most recent by Quicken Anja 11:48AMBudgeting and Planning Tools (Windows)
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  Budgets for Seniors on Social Security

  Reviewed VAuser 36 views 2 comments 2 points Most recent by UKR November 24Budget and Planning Tools
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  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
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  Why is a 'One-Time occurrence' Bill Reminder showing twice in planning?

  Answered BobbyP 18 views 1 comment 0 points Most recent by Quicken Anja November 8Budgeting and Planning Tools (Windows)
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  "Only Once" reminder frequency duplicated in budget?

  SomebodyInGNV 20 views 2 comments 0 points Most recent by SomebodyInGNV November 6Budgeting and Planning Tools (Windows)
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  Feature Request - Stop scrolling to top on Refresh

  Closed SteveInReno 84 views 4 comments 5 points Most recent by Quicken Kristina October 28Budgeting and Planning Tools (Windows)
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  Lifetime Planner discrepancy with investment accounts

  Answered Closed IzzyPWD 38 views 1 comment 0 points Most recent by Quicken Kristina October 24Questions about using the Community?
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  Budgeting by fiscal year instead of calendar year

  Answered Closed David Viking 61 views 8 comments 0 points Most recent by Quicken Kristina October 11Budgeting and Planning Tools (Windows)
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  Calendar has goal/planning entries

  Answered Closed Kevin McAlexander 15 views 1 comment 0 points Most recent by Kevin McAlexander October 3Budgeting and Planning Tools (Windows)
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  Track expiration of promotional interest rates

  Reviewed Sisyphus1967 15 views 0 comments 2 points Started by Sisyphus1967 October 2 Manage Accounts and Transactions
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  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
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  Have the Budget tool as a breakaway window

  Reviewed mikn67 6 views 0 comments 2 points Started by mikn67 September 27 Budget and Planning Tools
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  New Budget Report that only shows budget values [Edited]

  Reviewed ray pingle 59 views 2 comments 6 points Most recent by Framer Inc September 26Reports
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  Do a real budget forecast and make Quicken more useful

  Reviewed Dennis6@ 21 views 0 comments 1 point Started by Dennis6@ September 20 Budget and Planning Tools
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  Retirement Planner Salt Taxes Adjustment

  Answered Closed DLS 35 views 1 comment 0 points Most recent by Quicken Kristina September 14Budgeting and Planning Tools (Windows)
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  Paycheck Corruption - Easier way to Fix?

  Closed recursor1 60 views 2 comments 0 points Most recent by recursor1 September 12Budgeting and Planning Tools (Windows)
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  Budget Disappeared (No Planning tabs)

  Closed NicoA 149 views 9 comments 0 points Most recent by mshiggins September 2Budgeting and Planning Tools (Windows)
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  Editing Budget - Show actual values alongside budgeted amounts (Q Mac) [Edited]

  Reviewed chasbgill 9 views 0 comments 4 points Started by chasbgill August 28 Budget and Planning Tools
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  12-Months Budget View, change January - (current month) to January - (last complete month) [Edited]

  Reviewed GSW1982 27 views 1 comment 5 points Most recent by bethwr August 28Budget and Planning Tools
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  Lifetime Planner: Updated Links - Rate of Return and Inflation forecasts - 2025

  Closed Scooterlam 38 views 1 comment 1 point Most recent by Quicken Anja August 27Budgeting and Planning Tools (Windows)
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  How I use Savings Goals for Annual expenses

  Closed waynes4680 47 views 1 comment 1 point Most recent by Quicken Anja August 15Budgeting and Planning Tools (Windows)
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  Offer budget reporting including carry-over totals.

  Reviewed Randyrama 12 views 0 comments 2 points Started by Randyrama August 14 Product Enhancements
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  Planning Tab Wiping/Deleting After One Step Update

  Closed YPestis8857 22 views 2 comments 0 points Most recent by Quicken Kristina July 14Errors and Troubleshooting (Windows)
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  Cannot complete Paycheck Setup

  Answered Closed kstcdaniel 136 views 12 comments 0 points Most recent by Quicken Anja July 12New to Quicken/Getting Started (Windows)
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  Debt Reduction Planner - Add Ability to Adjust Minimum Payment [Edited]

  Reviewed kficek 60 views 4 comments 3 points Most recent by Jim_Harman June 19Budget and Planning Tools
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  How to create and manage Emergency Fund?

  Answered Closed mikek753b 413 views 38 comments -1 point Most recent by mikek753b June 11Budgeting and Planning Tools (Windows)