Planning Tools

Discussion List

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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 800 views 15 comments 38 points Most recent by mikek753b March 31Budget and Planning Tools
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  Why is the "To Date" column in the Planning tab not correct when the monthly column is correct?

  Answered KevinS2022 36 views 1 comment 0 points Most recent by Quicken Laura March 31Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

  Reviewed Scooterlam 415 views 13 comments 40 points Most recent by Quicken Anja March 31Budget and Planning Tools
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  Budget Separation Fixed Vs Variable (6 Merged Votes)

  Under Consideration Cliff Meyer 537 views 11 comments 24 points Most recent by DomoSan March 11Budget and Planning Tools
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  Adding grouping to savings goals [Edited]

  Reviewed Stromgarm_1 15 views 0 comments 1 point Most recent by Stromgarm_1 March 3Budget and Planning Tools
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  Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

  Under Consideration Scooterlam 711 views 9 comments 48 points Most recent by user17881 February 22Budget and Planning Tools
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  Tax Planner 2026 Other Withholding

  Closed Philip107 41 views 4 comments 0 points Most recent by Philip107 February 21Budgeting and Planning Tools (Windows)
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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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  Add Collapse All/Expand All categories in budgets, and save state of which categories are collapsed

  Under Consideration IAHawk 1.2K views 28 comments 46 points Most recent by danielsun77 February 15Budget and Planning Tools
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  Income reminder only showing first reminder in planning tab

  Answered Closed Lexi G 36 views 6 comments 0 points Most recent by Lexi G February 2Budgeting and Planning Tools (Windows)
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  Tax Related Expenses

  Answered ✓ Closed Paddy 45 views 2 comments 0 points Most recent by Paddy January 26Budgeting and Planning Tools (Windows)
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  monthly budget Roll over balances

  Answered Closed Jerry Pederson 48 views 4 comments 0 points Most recent by SomebodyInGNV January 21Budgeting and Planning Tools (Windows)
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  Bar Charts at Main View

  Closed Francisco Paiva 45 views 2 comments 0 points Most recent by Quicken Anja January 20Budgeting and Planning Tools (Windows)
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  Budget format to print/export (Q Mac)

  Answered Closed Wyodad 46 views 3 comments 0 points Most recent by Wyodad January 6Budgeting and Planning Tools (Mac)
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  2026 Budget based on 2025 Actuals

  Closed Don32@ 72 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

  Closed 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 Closed WRR 312 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 92 views 3 comments 7 points Most recent by James Nail December 2025Reports
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  Monthly Salaries are displayed incorrectly

  Closed bumgarb 221 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

  Closed Ken Brindley 38 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 Most recent by DavidBurdette December 2025Display/UI
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  Budgets for Seniors on Social Security

  Reviewed VAuser 50 views 2 comments 2 points Most recent by UKR November 2025Budget and Planning Tools
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  Debt Reduction - Mark Credit Line as Pay in Full

  Reviewed jmclagan 12 views 0 comments 1 point Most recent by jmclagan November 2025Budget and Planning Tools
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  Why is a 'One-Time occurrence' Bill Reminder showing twice in planning?

  Answered Closed BobbyP 14 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 15 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 82 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 33 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 64 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)