Planning Tools

Discussion List

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  Budget Separation Fixed Vs Variable (6 Merged Votes)

  Under Consideration Cliff Meyer 517 views 10 comments 24 points Most recent by Quicken Anja January 7Budget and Planning Tools
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  Budget format to print/export (Q Mac)

  Answered Wyodad 25 views 3 comments 0 points Most recent by Wyodad January 6Budgeting and Planning Tools (Mac)
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  monthly budget Roll over balances

  Answered Jerry Pederson 22 views 1 comment 0 points Most recent by Quicken Kristina January 3Budgeting and Planning Tools (Windows)
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  2026 Budget based on 2025 Actuals

  Don32@ 52 views 5 comments 0 points Most recent by Quicken Anja January 3Budgeting and Planning Tools (Windows)
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  Tax Planner and Income reminders incorrect

  Tammy Van Buren 13 views 1 comment 0 points Most recent by markus1957 January 2Budgeting and Planning Tools (Windows)
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  Tax Planner for 2025 does not work.

  Answered WRR 231 views 9 comments 0 points Most recent by Quicken Anja December 2025Budgeting and Planning Tools (Windows)
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  New Budget Report that only shows budget values [Edited]

  Reviewed ray pingle 75 views 3 comments 6 points Most recent by James Nail December 2025Reports
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  Monthly Salaries are displayed incorrectly

  bumgarb 166 views 20 comments 0 points Most recent by Quicken Anja December 2025Paying Bills, Online Billers & Reminders (Windows)
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  Q Win Canada R65.20 - Budget Sliders not working

  Ken Brindley 32 views 1 comment 0 points Most recent by Quicken Kristina December 2025All Things Canadian (Windows)
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  Can you remove/adjust the withdrawals from the Plan Summary in the Life Time Planner

  Answered Closed Margio 25 views 2 comments 0 points Most recent by mshiggins December 2025Budgeting and Planning Tools (Windows)
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  On "Planning" Tab, Make "Savings Goals" Sort By Selection Persistent

  Reviewed DavidBurdette 2 views 0 comments 1 point Started by DavidBurdette December 2025 Display/UI
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  Budgets for Seniors on Social Security

  Reviewed VAuser 38 views 2 comments 2 points Most recent by UKR November 2025Budget 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 2025Budget and Planning Tools
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  Debt Reduction - Mark Credit Line as Pay in Full

  Reviewed jmclagan 11 views 0 comments 1 point Started by jmclagan November 2025 Budget and Planning Tools
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  Why is a 'One-Time occurrence' Bill Reminder showing twice in planning?

  Answered Closed BobbyP 13 views 1 comment 0 points Most recent by Quicken Anja November 2025Budgeting and Planning Tools (Windows)
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  "Only Once" reminder frequency duplicated in budget?

  Closed SomebodyInGNV 12 views 2 comments 0 points Most recent by SomebodyInGNV November 2025Budgeting and Planning Tools (Windows)
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  Feature Request - Stop scrolling to top on Refresh

  Closed SteveInReno 81 views 4 comments 5 points Most recent by Quicken Kristina October 2025Budgeting and Planning Tools (Windows)
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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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  Budgeting by fiscal year instead of calendar year

  Answered Closed David Viking 62 views 8 comments 0 points Most recent by Quicken Kristina October 2025Budgeting and Planning Tools (Windows)
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  Calendar has goal/planning entries

  Answered Closed Kevin McAlexander 12 views 1 comment 0 points Most recent by Kevin McAlexander October 2025Budgeting and Planning Tools (Windows)
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  Track expiration of promotional interest rates

  Reviewed Sisyphus1967 11 views 0 comments 2 points Started by Sisyphus1967 October 2025 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 2025 Budget and Planning Tools
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  Have the Budget tool as a breakaway window

  Reviewed mikn67 2 views 0 comments 2 points Started by mikn67 September 2025 Budget and Planning Tools
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  Do a real budget forecast and make Quicken more useful

  Reviewed Dennis6@ 26 views 0 comments 1 point Started by Dennis6@ September 2025 Budget and Planning Tools
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  Retirement Planner Salt Taxes Adjustment

  Answered Closed DLS 32 views 1 comment 0 points Most recent by Quicken Kristina September 2025Budgeting and Planning Tools (Windows)
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  Paycheck Corruption - Easier way to Fix?

  Closed recursor1 65 views 2 comments 0 points Most recent by recursor1 September 2025Budgeting and Planning Tools (Windows)
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  Budget Disappeared (No Planning tabs)

  Closed NicoA 161 views 9 comments 0 points Most recent by mshiggins September 2025Budgeting and Planning Tools (Windows)