Planning Tools

Discussion List

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

  Reviewed Scott413 28 views 2 comments 4 points Most recent by DavidBurdette November 15Budget and Planning Tools
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  When Lifetime Planner will separate Roth Tax Free from Tax Deferred?

  mikek753b 178 views 10 comments 0 points Most recent by LeaningTower November 10Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Reviewed Scooterlam 344 views 11 comments 42 points Most recent by LeaningTower November 10Budget 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 25 views 1 comment 5 points Most recent by Boatnmaniac November 1Budget and Planning Tools
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  Lifetime Planner

  kmwalshepa 65 views 2 comments 0 points Most recent by Chris_QPW October 25Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Allow User to Change Account Order of Withdrawal Sequence in LTP

  Reviewed Scooterlam 306 views 12 comments 32 points Most recent by Markom October 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 661 views 26 comments 40 points Most recent by Quicken Janean October 10Budget and Planning Tools
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  Please add Zero Dollar Based budgeting to the software!!! (at least as an option)

  Reviewed ChiTown094 986 views 11 comments 22 points Most recent by QUser9999 September 22Budget and Planning Tools
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  Quicken Classic Keeps Including Investment Accounts in Budget

  Answered ✓ Closed alan933 116 views 11 comments 0 points Most recent by NotACPA September 17Budgeting 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 2 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 25Errors and Troubleshooting (Windows)
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  Savings Goals - Sort by Due Date

  Reviewed kwicken4me 73 views 4 comments 5 points Most recent by MarthaW August 18Budget 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 1Errors and Troubleshooting (Windows)
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  Any significant advantage to using an ANNUAL Rollover Reserve?

  Answered ✓ Closed JVC10028 56 views 3 comments 0 points Most recent by JVC10028 July 21Budgeting and Planning Tools (Windows)
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  The Community Meetup-June 2024 Edition

  Announcement Quicken Janean 3.1K views 13 comments 0 points Most recent by Chris_QPW July 10The Community Meetup Newsletter
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  Create a widget for Mac showing money in/out and what' left

  Reviewed ssahmel 2 views 0 comments 2 points Most recent by ssahmel July 6Product Enhancements
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  Lifetime Planner Graph should display X-Axis as Age, Not Year

  Reviewed Joseph Arden 50 views 3 comments 1 point Most recent by Chris_QPW July 5Budget and Planning Tools
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  Tax Category for winning money W-2G

  Answered Closed Stephen R 24 views 1 comment 1 point Most recent by Quicken Kristina July 5Reports (Windows)
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  Quicken 13 Emergency Records and Home Inventory Features

  Answered Closed JCC555 121 views 2 comments 0 points Most recent by JCC555 July 5Installing and Updating (Windows)
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  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 215 views 8 comments 27 points Most recent by mikek753b June 29Budget and Planning Tools
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  Full Year Latest Estimate Report (YTD + YTG)

  Answered Closed ichargeit 40 views 2 comments 0 points Most recent by Boatnmaniac June 22Reports (Windows)
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  Current Budget Report Integrity Issues Ticket 11107211

  Answered Closed Greg Gilfoil 93 views 14 comments 0 points Most recent by Greg Gilfoil June 19Budgeting and Planning Tools (Windows)
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  Offer planning tools that offer same features as SNAP planning software

  Reviewed Fallonj99 43 views 2 comments 1 point Most recent by Scooterlam June 11Product Enhancements
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  Lifetime Planner IDEA: Improve how IRA and 401K Accounts are Modelled in LTP

  Reviewed Scooterlam 203 views 6 comments 21 points Most recent by Quicken Anja May 25Budget and Planning Tools
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  R56.9 Problem after update - Planning tab (edit)

  Closed GR2011 911 views 32 comments 1 point Most recent by GR2011 May 24Errors and Troubleshooting (Windows)
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  add specific date functionality to reports "Interval"

  Reviewed Rvolkhardt 13 views 2 comments 1 point Most recent by UKR May 23Manage Accounts and Transactions
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  Create "Tax Exempt" type for Roth 401k and Roth IRA

  Reviewed mikek753b 596 views 13 comments 27 points Most recent by QuickUserPSP May 19Budget and Planning Tools
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  Rollover Broken for Budget Parent Categories with Everything Else budget

  Closed bchilds 85 views 5 comments 0 points Most recent by bchilds May 13Budgeting and Planning Tools (Windows)