Discussion List

• 
  51

  Up
  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Under Consideration Scooterlam 455 views 17 comments 51 points Most recent by Quicken Kristina April 21Budget and Planning Tools
• 
  Budget Planning

  Answered niven 54 views 4 comments 0 points Most recent by niven April 21Budgeting and Planning Tools (Windows)
• 
  Everything else non budgeted categories being subtracted from planning budget

  cmclien 62 views 3 comments 0 points Most recent by cmclien April 1Budgeting and Planning Tools (Windows)
• 
  MY spending "bar" at the top of the planning screen is wrong

  Answered Closed annegchodosh 30 views 3 comments 0 points Most recent by UKR March 23Budgeting and Planning Tools (Windows)
• 
  34

  Up
  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 254 views 9 comments 34 points Most recent by LeaningTower March 15Budget and Planning Tools
• 
  4

  Up
  Idea: Persist default sort in Planning>Savings Goals to last used

  Reviewed Scott413 61 views 4 comments 4 points Most recent by NSpeer March 1Budget and Planning Tools
• 
  After viewing prior year budget, current year budget values change

  Answered Closed Hickory 1199 147 views 13 comments 0 points Most recent by Quicken Kristina February 22Budgeting and Planning Tools (Windows)
• 
  Green Progress bar on Planning Screen

  Closed Kathryn See 50 views 2 comments 0 points Most recent by Quicken Jasmine February 19Budgeting and Planning Tools (Windows)
• 
  why are quicken savings goals shown shaded and in italics?

  Closed ChuckandRonda Churchill 69 views 5 comments 0 points Most recent by GeoffG February 5Budgeting and Planning Tools (Windows)
• 
  Paycheck Issue with 401K Account

  Answered Closed pmw0813 106 views 11 comments 0 points Most recent by Jim_Harman January 25Paying Bills, Online Billers & Reminders (Windows)
• 
  1

  Up
  choose accounts to use in Life Time Planner (LTP)

  Reviewed cmoore 42 views 0 comments 1 point Started by cmoore January 16 Budget and Planning Tools
• 
  Sub category not included in summary total

  Closed jtgostars 183 views 6 comments 0 points Most recent by jtgostars January 6Budgeting and Planning Tools (Windows)
• 
  Paycheck W2 Gross Amount Different

  Answered Closed micdif 45 views 3 comments 0 points Most recent by micdif January 5Errors and Troubleshooting (Windows)
• 
  Adding Budget and Actual data to Summary column

  Answered ✓ Closed jcryanjr 88 views 3 comments 0 points Most recent by UKR December 2024Budgeting and Planning Tools (Windows)
• 
  Scroll bar obscures totals

  Closed SteveInReno 103 views 3 comments 0 points Most recent by Quicken Anja December 2024Budgeting and Planning Tools (Windows)
• 
  24

  Up
  Please add Zero Dollar Based budgeting to the software!!! (at least as an option)

  Reviewed ChiTown094 1.5K views 14 comments 24 points Most recent by UKR December 2024Budget and Planning Tools
• 
  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  Closed leishirsute 260 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)
• 
  Problem with Categories, i.e. Income not showing up under Budget Planning resolved / workaround

  Closed Jeeter 382 views 6 comments 1 point Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
• 
  Planning budget not summing actuals correctly

  Answered Closed don.kostello 262 views 10 comments 0 points Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
• 
  Why does my employer 401K Match accumulate in my Planning-Tax Center; _401K contrib??

  Answered ✓ Closed jdschachte 134 views 11 comments 0 points Most recent by markus1957 December 2024Budgeting and Planning Tools (Windows)
• 
  Why does Quicken duplicate a planned income transaction in next years budget?

  Answered ✓ Closed JFEGOLF 85 views 7 comments 0 points Most recent by Quicken Anja December 2024Paying Bills, Online Billers & Reminders (Windows)
• 
  Can I change "Savings Goal" to "Bucket Accounts"?

  Answered Closed Doug 44 views 3 comments 0 points Most recent by Quicken Anja December 2024Budgeting and Planning Tools (Windows)
• 
  1

  Up
  Debt Reduction Planner - Add Ability to Adjust Minimum Payment [Edited]

  Reviewed kficek 37 views 1 comment 1 point Most recent by Jim_Harman December 2024Budget and Planning Tools
• 
  2

  Up
  Option to create a completely blank budget template with no connection to other budgets (Q Mac)

  Reviewed LRL 66 views 1 comment 2 points Most recent by Doug13 November 2024Budget and Planning Tools
• 
  When Lifetime Planner will separate Roth Tax Free from Tax Deferred?

  Closed mikek753b 202 views 10 comments 0 points Most recent by LeaningTower November 2024Budgeting and Planning Tools (Windows)
• 
  6

  Up
  Lifetime Planner: Be able to set year or age for Reduce the Social Security benefit amount to start

  Reviewed JalnaK 33 views 1 comment 6 points Most recent by Boatnmaniac November 2024Budget and Planning Tools
• 
  Lifetime Planner

  Closed kmwalshepa 77 views 2 comments 0 points Most recent by Chris_QPW October 2024Budgeting and Planning Tools (Windows)
• 
  39

  Up
  Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

  Reviewed Scooterlam 337 views 12 comments 39 points Most recent by Markom October 2024Budget and Planning Tools
• 
  42

  Up
  Add Collapse All/Expand All categories in budgets, and save state of which categories are collapsed

  Under Consideration IAHawk 1.1K views 26 comments 42 points Most recent by Quicken Janean October 2024Budget and Planning Tools
• 
  Quicken Classic Keeps Including Investment Accounts in Budget

  Answered ✓ Closed alan933 168 views 11 comments 0 points Most recent by NotACPA September 2024Budgeting and Planning Tools (Windows)