Planning Tools

Discussion List

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  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  leishirsute 65 views 5 comments 0 points Most recent by leishirsute 6:20PMBudgeting and Planning Tools (Windows)
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  Problem with Categories, i.e. Income not showing up under Budget Planning resolved / workaround

  Jeeter 57 views 6 comments 1 point Most recent by Quicken Kristina December 20Budgeting and Planning Tools (Windows)
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  Planning budget not summing actuals correctly

  Answered don.kostello 78 views 10 comments 0 points Most recent by Quicken Kristina December 20Budgeting and Planning Tools (Windows)
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  Why does my employer 401K Match accumulate in my Planning-Tax Center; _401K contrib??

  Answered ✓ jdschachte 68 views 11 comments 0 points Most recent by markus1957 December 19Budgeting and Planning Tools (Windows)
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  Why does Quicken duplicate a planned income transaction in next years budget?

  Answered ✓ JFEGOLF 47 views 7 comments 0 points Most recent by Quicken Anja December 17Paying Bills, Online Billers & Reminders (Windows)
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  Can I change "Savings Goal" to "Bucket Accounts"?

  Answered Doug 21 views 3 comments 0 points Most recent by Quicken Anja December 14Budgeting and Planning Tools (Windows)
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  Debt Reduction Planner - Add Ability to Adjust Minimum Payment [Edited]

  Reviewed kficek 24 views 1 comment 1 point Most recent by Jim_Harman December 11Budget 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 31 views 1 comment 1 point Most recent by Doug13 November 30Budget and Planning Tools
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  Idea: Persist default sort in Planning>Savings Goals to last used

  Reviewed Scott413 29 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?

  Closed mikek753b 185 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 352 views 11 comments 44 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 6 points Most recent by Boatnmaniac November 1Budget and Planning Tools
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  Lifetime Planner

  Closed kmwalshepa 66 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 309 views 12 comments 34 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 1.1K 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 1.2K 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 129 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 161 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 75 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 52 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 1 view 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 25 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 138 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 220 views 8 comments 29 points Most recent by mikek753b June 29Budget and Planning Tools