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Planning Tools

7

Up

Lifetime Planner IDEA: Add a Comprehensive Tax Model in LTP as a User-Selected Option

New Scooterlam 55 views 2 comments 7 points Most recent by Scooterlam January 22Budgeting and Planning Tools (Windows)
Budgets disappear or unavailable

Answered ramona.meirow 73 views 13 comments 0 points Most recent by Chris_QPW January 19Budgeting and Planning Tools (Windows)
Help with building a budget.

Accepted Answer Fred Boyer 38 views 4 comments 0 points Most recent by Fred Boyer January 14Budgeting and Planning Tools (Windows)
Is there a way to setup a deposit on an "regular" schedule where the actual day of the month changes

Accepted Answer KJFerguson 26 views 2 comments 0 points Most recent by KJFerguson January 13Budgeting and Planning Tools (Windows)
In/Out/What's Left chart [Edited]

rblindt73 27 views 1 comment 0 points Most recent by Quicken Alyssa January 9Budgeting and Planning Tools (Windows)
3

Up

Customize Budget View In App

New Finance Nerd 13 views 1 comment 3 points Most recent by SHP January 8Product Ideas - Quicken Mobile
Updating Net Worth date range causes random account balances to change

AJS123 36 views 1 comment 0 points Most recent by Quicken Anja January 5Errors and Troubleshooting (Windows)
5

Up

Lifetime Planner does not show "Rate of Return"

New scarr123 31 views 1 comment 5 points Most recent by Scooterlam January 1Budgeting and Planning Tools (Windows)
24

Up

Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

New Scooterlam 209 views 4 comments 24 points Most recent by Scooterlam December 2021Budgeting and Planning Tools (Windows)
How to combine category breakdowns (credit card + checking register) in one report

Answered Closed Hardmoney58 53 views 4 comments 0 points Most recent by Rocket J Squirrel December 2021Budgeting and Planning Tools (Windows)
4

Up

Lifetime Planner IDEA: Enable Full Export of Plan Data - Create "Portfolio" DAT File in AppData Dir.

New Scooterlam 60 views 0 comments 4 points Started by Scooterlam December 2021 Budgeting and Planning Tools (Windows)
I know that budget rollover is not yet a feature with Mac.

Accepted Answer Closed willeaton 61 views 5 comments 0 points Most recent by willeaton December 2021Budgeting and Planning Tools (Mac)
3

Up

Lifetime Planner IDEA: Spouse Social Security Assumption Does Not Change as User Input Changes

New Scooterlam 57 views 0 comments 3 points Started by Scooterlam December 2021 Budgeting and Planning Tools (Windows)
How do I add an existing loan account to lifetime planning assumptions?

Accepted Answer Closed Jay Gourley 54 views 10 comments 0 points Most recent by Jay Gourley December 2021Budgeting and Planning Tools (Windows)
How to use Savings Goals

Answered Closed jls6297 35 views 2 comments 0 points Most recent by Chris_QPW December 2021Budgeting and Planning Tools (Windows)
20

Up

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

New Scooterlam 162 views 2 comments 20 points Most recent by evilknieval December 2021Budgeting and Planning Tools (Windows)
4

Up

Lifetime Planner IDEA: Correct Scaling Issues in Various LTP Dialogs [Mods - Do Not Archive]

New System 113 views 13 comments 4 points Most recent by evilknieval December 2021Budgeting and Planning Tools (Windows)
4

Up

Lifetime Planner IDEA: Add Lifetime Planner Card to New Homepage Dashboard

New Scooterlam 46 views 0 comments 4 points Started by Scooterlam December 2021 Budgeting and Planning Tools (Windows)
How do I retrieve an attachment of a transaction?

Answered Closed haji 34 views 2 comments 0 points Most recent by garysmith87 November 2021File Conversion and Backup (Windows)
Continuing Issues with Schwab downloads

Closed JLKG 118 views 1 comment 0 points Most recent by Quicken Alyssa November 2021Errors and Troubleshooting (Windows)
Inability to change date to next year on bill reminder

Closed Chris Schwark 31 views 1 comment 0 points Most recent by Sherlock November 2021Paying Bills, Online Billers & Reminders (Windows)
Paycheck budgeting TRANSFERS are double counted

Closed eblatner 90 views 6 comments 0 points Most recent by eblatner November 2021Budgeting and Planning Tools (Windows)
6

Up

Lifetime Planner IDEA: Automate and Optimize Social Security Filing Dates in LTP

New Scooterlam 65 views 0 comments 6 points Started by Scooterlam November 2021 Budgeting and Planning Tools (Windows)
6

Up

Lifetime Planner IDEA: Add HSA Account Type as a Selectable Investment Account in LTP

New Scooterlam 50 views 0 comments 6 points Started by Scooterlam November 2021 Budgeting and Planning Tools (Windows)
5

Up

Lifetime Planner IDEA: Update Social Security Retirement Earnings Test Thresholds

New Scooterlam 41 views 0 comments 5 points Started by Scooterlam November 2021 Budgeting and Planning Tools (Windows)
7

Up

Lifetime Planner IDEA: Improve HELP content User Thread

New Scooterlam 31 views 1 comment 7 points Most recent by Scooterlam November 2021Budgeting and Planning Tools (Windows)
5

Up

Lifetime Planner IDEA: Modify Tax Model on Social Security Benefit Income

New Scooterlam 55 views 0 comments 5 points Started by Scooterlam November 2021 Budgeting and Planning Tools (Windows)
Reconcile issue

Closed phorsting 95 views 10 comments 0 points Most recent by phorsting November 2021Errors and Troubleshooting (Windows)
5

Up

Lifetime Planner IDEA: Retain Plan History and Expense Basis of Past Plan Scenarios

New System 22 views 3 comments 5 points Most recent by pdq November 2021Budgeting and Planning Tools (Windows)

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