Planning Tools

Discussion List

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  Full Year Latest Estimate Report (YTD + YTG)

  Answered Closed ichargeit 41 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 41 views 2 comments 1 point Most recent by Scooterlam June 11Product Enhancements
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  23

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  Lifetime Planner IDEA: Improve how IRA and 401K Accounts are Modelled in LTP

  Reviewed Scooterlam 202 views 6 comments 23 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 913 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 618 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)
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  TurboTax Import Failed (Error 2) - Tax Year 2023 TurboTax

  Closed jl747 682 views 12 comments 1 point Most recent by bking May 9Budgeting and Planning Tools (Windows)
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  Budget seems to save changes, but reverts after a couple days

  Closed System 41 views 3 comments 0 points Most recent by Quicken Kristina April 30Budgeting and Planning Tools (Windows)
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  How do I start my budget date on the 15th of the month?

  Answered ✓ Closed alanbenscoter 66 views 4 comments 0 points Most recent by NotACPA April 21Budgeting and Planning Tools (Windows)
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  Fix Disparity in Planning and Budget Report for _RlzdGain

  Closed JohnM3 107 views 4 comments 2 points Most recent by sergeduquette April 19Budgeting and Planning Tools (Windows)
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  Budget items - Credit Cards

  Answered ✓ Closed Akandys 61 views 3 comments 0 points Most recent by Quicken Kristina March 29Budgeting and Planning Tools (Windows)
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  Dashboard bar chart gap. Why?

  Answered ✓ Closed Faroe47 62 views 2 comments 0 points Most recent by Faroe47 March 28Budgeting and Planning Tools (Windows)
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  Credit Card Analysis

  Reviewed CT2024II 48 views 1 comment 2 points Most recent by QuickUserPSP March 24Budget and Planning Tools
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  Quicken Planning: Retirement Investments not listed as retirement

  Closed jimbutton1 91 views 6 comments 0 points Most recent by Scooterlam March 18Budgeting and Planning Tools (Windows)
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  Why doesn't correct $ amount show when pointer hover's over bar graph in What's In, What's Out Box?

  Answered ✓ Closed Palace 82 views 3 comments 0 points Most recent by Quicken Kristina March 18Reports (Windows)
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  After 5 months, still no restoration of 90-day projected balances option

  Closed KevinB 41 views 0 comments 0 points Most recent by KevinB March 5Budgeting and Planning Tools (Mac)
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  Collapse Budget Categories Option (Q Mac)

  Reviewed crdahlberg 45 views 0 comments 4 points Most recent by crdahlberg March 5Budget and Planning Tools
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  8

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  Minimum balance alert

  Reviewed aslot123 79 views 4 comments 8 points Most recent by Jon March 5Budget and Planning Tools
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  Estate Planning Account Detail Report

  Reviewed Paul Aboud 71 views 4 comments 1 point Most recent by QuickUserPSP February 26Reports
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  Budget Reporting - Add Column for Percentage Consumed

  Reviewed Dom1 24 views 0 comments 2 points Most recent by Dom1 February 23Reports
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  6

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  improve asset allocation chart balance

  Reviewed danielsrc 31 views 1 comment 6 points Most recent by Jim_Harman February 15Display/UI
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  8

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  The choices for extending a budget should always be available.

  Reviewed Chris_QPW 86 views 5 comments 8 points Most recent by NotACPA February 11Budget and Planning Tools
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  Why has Quicken never done anything with the Interest Rate field information?

  Closed Jeff76 12 views 0 comments 0 points Most recent by Jeff76 February 3Reports (Windows)
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  Customization of Dashboard Cards

  Answered ✓ Closed DMSilverfox 270 views 3 comments 0 points Most recent by rswoods February 2Budgeting and Planning Tools (Mac)