Planning Tools

Discussion List

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  Everything else non budgeted categories being subtracted from planning budget

  Closed cmclien 216 views 10 comments 0 points Most recent by Chris_QPW June 7Budgeting and Planning Tools (Windows)
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  Introduce a Quicken Premium Subscription Integrating a High-end Retirement Planner (edited)

  Reviewed Jimhurley 330 views 4 comments 15 points Most recent by Framer Inc May 20Product Enhancements
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  Managing the intersection between bills/income and the Lifetime Planner

  Closed Warhawk 58 views 5 comments 0 points Most recent by Warhawk May 4Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

  Under Consideration Scooterlam 647 views 7 comments 49 points Most recent by Quicken Anja May 2Budget and Planning Tools
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  Printing a simple budget report that excludes actuals and variances

  Closed Framer Inc 76 views 8 comments 0 points Most recent by Jim_Harman April 26Budgeting and Planning Tools (Windows)
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  Upcoming Transaction Report

  Answered ✓ Closed jsmc88 73 views 3 comments 0 points Most recent by RickO April 25Reports (Mac)
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  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Under Consideration Scooterlam 508 views 17 comments 52 points Most recent by Quicken Kristina April 21Budget and Planning Tools
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  Budget Planning

  Answered Closed niven 81 views 4 comments 0 points Most recent by niven April 21Budgeting and Planning Tools (Windows)
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  MY spending "bar" at the top of the planning screen is wrong

  Answered Closed annegchodosh 38 views 3 comments 0 points Most recent by UKR March 23Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 269 views 9 comments 35 points Most recent by LeaningTower March 15Budget and Planning Tools
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  After viewing prior year budget, current year budget values change

  Answered Closed Hickory 1199 178 views 13 comments 0 points Most recent by Quicken Kristina February 22Budgeting and Planning Tools (Windows)
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  Green Progress bar on Planning Screen

  Closed Kathryn See 55 views 2 comments 0 points Most recent by Quicken Jasmine February 19Budgeting and Planning Tools (Windows)
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  why are quicken savings goals shown shaded and in italics?

  Closed ChuckandRonda Churchill 77 views 5 comments 0 points Most recent by GeoffG February 5Budgeting and Planning Tools (Windows)
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  Paycheck Issue with 401K Account

  Answered Closed pmw0813 134 views 11 comments 0 points Most recent by Jim_Harman January 25Paying Bills, Online Billers & Reminders (Windows)
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  choose accounts to use in Life Time Planner (LTP)

  Reviewed cmoore 44 views 0 comments 1 point Started by cmoore January 16 Budget and Planning Tools
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  Sub category not included in summary total

  Closed jtgostars 201 views 6 comments 0 points Most recent by jtgostars January 6Budgeting and Planning Tools (Windows)
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  Paycheck W2 Gross Amount Different

  Answered Closed micdif 46 views 3 comments 0 points Most recent by micdif January 5Errors and Troubleshooting (Windows)
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  Need a Category recording like a check register (Q Mac)

  Reviewed Esdickson2001 26 views 1 comment 1 point Most recent by jacobs January 5Budget and Planning Tools
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  Adding Budget and Actual data to Summary column

  Answered ✓ Closed jcryanjr 103 views 3 comments 0 points Most recent by UKR December 2024Budgeting and Planning Tools (Windows)
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  Scroll bar obscures totals

  Closed SteveInReno 108 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 1.6K views 14 comments 25 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

  Closed leishirsute 285 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

  Closed Jeeter 566 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 Closed don.kostello 282 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 ✓ Closed jdschachte 164 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 ✓ Closed JFEGOLF 110 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 Closed Doug 47 views 3 comments 0 points Most recent by Quicken Anja December 2024Budgeting and Planning Tools (Windows)
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  When Lifetime Planner will separate Roth Tax Free from Tax Deferred?

  Closed mikek753b 231 views 10 comments 0 points Most recent by LeaningTower November 2024Budgeting and Planning Tools (Windows)