Planning Tools

Discussion List

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  Sub category not included in summary total

  jtgostars 29 views 5 comments 0 points Most recent by jtgostars 4:32PMBudgeting and Planning Tools (Windows)
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  Paycheck W2 Gross Amount Different

  Answered micdif 18 views 2 comments 0 points Most recent by volvogirl January 3Errors and Troubleshooting (Windows)
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  Adding Budget and Actual data to Summary column

  Answered ✓ jcryanjr 21 views 3 comments 0 points Most recent by UKR December 2024Budgeting and Planning Tools (Windows)
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  Scroll bar obscures totals

  SteveInReno 45 views 3 comments 0 points Most recent by Quicken Anja December 2024Budgeting and Planning Tools (Windows)
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  Please add Zero Dollar Based budgeting to the software!!! (at least as an option)

  Reviewed ChiTown094 1.2K views 14 comments 22 points Most recent by UKR December 2024Budget and Planning Tools
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  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  leishirsute 234 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)
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  Problem with Categories, i.e. Income not showing up under Budget Planning resolved / workaround

  Jeeter 96 views 6 comments 1 point Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
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  Planning budget not summing actuals correctly

  Answered don.kostello 106 views 10 comments 0 points Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
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  Why does my employer 401K Match accumulate in my Planning-Tax Center; _401K contrib??

  Answered ✓ jdschachte 107 views 11 comments 0 points Most recent by markus1957 December 2024Budgeting and Planning Tools (Windows)
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  Why does Quicken duplicate a planned income transaction in next years budget?

  Answered ✓ JFEGOLF 73 views 7 comments 0 points Most recent by Quicken Anja December 2024Paying Bills, Online Billers & Reminders (Windows)
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  Can I change "Savings Goal" to "Bucket Accounts"?

  Answered Doug 27 views 3 comments 0 points Most recent by Quicken Anja December 2024Budgeting and Planning Tools (Windows)
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  Debt Reduction Planner - Add Ability to Adjust Minimum Payment [Edited]

  Reviewed kficek 28 views 1 comment 1 point Most recent by Jim_Harman December 2024Budget and Planning Tools
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  Option to create a completely blank budget template with no connection to other budgets (Q Mac)

  Reviewed LRL 53 views 1 comment 2 points Most recent by Doug13 November 2024Budget and Planning Tools
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  Idea: Persist default sort in Planning>Savings Goals to last used

  Reviewed Scott413 31 views 2 comments 4 points Most recent by DavidBurdette November 2024Budget and Planning Tools
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  When Lifetime Planner will separate Roth Tax Free from Tax Deferred?

  Closed mikek753b 189 views 10 comments 0 points Most recent by LeaningTower November 2024Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Reviewed Scooterlam 360 views 11 comments 45 points Most recent by LeaningTower November 2024Budget and Planning Tools
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  Lifetime Planner: Be able to set year or age for Reduce the Social Security benefit amount to start

  Reviewed JalnaK 27 views 1 comment 6 points Most recent by Boatnmaniac November 2024Budget and Planning Tools
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  Lifetime Planner

  Closed kmwalshepa 66 views 2 comments 0 points Most recent by Chris_QPW October 2024Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

  Reviewed Scooterlam 315 views 12 comments 36 points Most recent by Markom October 2024Budget 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 1.1K views 26 comments 40 points Most recent by Quicken Janean October 2024Budget and Planning Tools
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  Quicken Classic Keeps Including Investment Accounts in Budget

  Answered ✓ Closed alan933 135 views 11 comments 0 points Most recent by NotACPA September 2024Budgeting and Planning Tools (Windows)
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  Risk of Overdraft Redux

  Closed Jim Wetzel 37 views 0 comments 0 points Started by Jim Wetzel September 2024 Budgeting and Planning Tools (Windows)
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  Whats left is a large negative number

  Closed Mark M 162 views 9 comments -1 point Most recent by NotACPA August 2024Errors and Troubleshooting (Windows)
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  Savings Goals - Sort by Due Date

  Reviewed kwicken4me 79 views 4 comments 5 points Most recent by MarthaW August 2024Budget and Planning Tools
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  Quicken freezing when trying to access the Planning tab

  Closed GR2011 81 views 4 comments 0 points Most recent by Quicken Jasmine August 2024Errors and Troubleshooting (Windows)
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  Any significant advantage to using an ANNUAL Rollover Reserve?

  Answered ✓ Closed JVC10028 57 views 3 comments 0 points Most recent by JVC10028 July 2024Budgeting and Planning Tools (Windows)
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  The Community Meetup-June 2024 Edition

  Quicken Janean 3.1K views 13 comments 0 points Most recent by Chris_QPW July 2024The Community Meetup Newsletter
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  Create a widget for Mac showing money in/out and what' left

  Reviewed ssahmel 3 views 0 comments 2 points Most recent by ssahmel July 2024Product Enhancements