Planning Tools

Discussion List

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  Track expiration of promotional interest rates

  Reviewed Sisyphus1967 11 views 0 comments 2 points Most recent by Sisyphus1967 October 2025Manage Accounts and Transactions
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  Debt Reduction Planner - Allow for a period of reduced or zero interest

  Reviewed Sisyphus1967 12 views 0 comments 1 point Most recent by Sisyphus1967 October 2025Budget and Planning Tools
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  Have the Budget tool as a breakaway window

  Reviewed mikn67 3 views 0 comments 2 points Most recent by mikn67 September 2025Budget and Planning Tools
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  Do a real budget forecast and make Quicken more useful

  Reviewed Dennis6@ 24 views 0 comments 1 point Most recent by Dennis6@ September 2025Budget and Planning Tools
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  Retirement Planner Salt Taxes Adjustment

  Answered Closed DLS 33 views 1 comment 0 points Most recent by Quicken Kristina September 2025Budgeting and Planning Tools (Windows)
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  Paycheck Corruption - Easier way to Fix?

  Closed recursor1 70 views 2 comments 0 points Most recent by recursor1 September 2025Budgeting and Planning Tools (Windows)
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  Budget Disappeared (No Planning tabs)

  Closed NicoA 194 views 9 comments 0 points Most recent by mshiggins September 2025Budgeting and Planning Tools (Windows)
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  Editing Budget - Show actual values alongside budgeted amounts (Q Mac) [Edited]

  Reviewed chasbgill 4 views 0 comments 4 points Most recent by chasbgill August 2025Budget and Planning Tools
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  12-Months Budget View, change January - (current month) to January - (last complete month) [Edited]

  Reviewed GSW1982 22 views 1 comment 5 points Most recent by bethwr August 2025Budget and Planning Tools
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  Lifetime Planner: Updated Links - Rate of Return and Inflation forecasts - 2025

  Closed Scooterlam 44 views 1 comment 1 point Most recent by Quicken Anja August 2025Budgeting and Planning Tools (Windows)
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  How I use Savings Goals for Annual expenses

  Closed waynes4680 63 views 1 comment 1 point Most recent by Quicken Anja August 2025Budgeting and Planning Tools (Windows)
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  Offer budget reporting including carry-over totals.

  Reviewed Randyrama 12 views 0 comments 2 points Most recent by Randyrama August 2025Product Enhancements
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  Planning Tab Wiping/Deleting After One Step Update

  Closed YPestis8857 24 views 2 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
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  Cannot complete Paycheck Setup

  Answered Closed kstcdaniel 146 views 12 comments 0 points Most recent by Quicken Anja July 2025New to Quicken/Getting Started (Windows)
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  Debt Reduction Planner - Add Ability to Adjust Minimum Payment [Edited]

  Reviewed kficek 71 views 4 comments 3 points Most recent by Jim_Harman June 2025Budget and Planning Tools
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  How to create and manage Emergency Fund?

  Answered Closed mikek753b 450 views 38 comments -1 point Most recent by mikek753b June 2025Budgeting and Planning Tools (Windows)
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  Everything else non budgeted categories being subtracted from planning budget

  Closed cmclien 230 views 10 comments 0 points Most recent by Chris_QPW June 2025Budgeting and Planning Tools (Windows)
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  Introduce a Quicken Premium Subscription Integrating a High-end Retirement Planner (edited)

  Reviewed Jimhurley 360 views 4 comments 16 points Most recent by Framer Inc May 2025Product Enhancements
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  Managing the intersection between bills/income and the Lifetime Planner

  Closed Warhawk 67 views 5 comments 0 points Most recent by Warhawk May 2025Budgeting and Planning Tools (Windows)
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  Printing a simple budget report that excludes actuals and variances

  Closed Framer Inc 77 views 8 comments 0 points Most recent by Jim_Harman April 2025Budgeting and Planning Tools (Windows)
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  Upcoming Transaction Report

  Answered ✓ Closed jsmc88 110 views 3 comments 0 points Most recent by RickO April 2025Reports (Mac)
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  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Under Consideration Scooterlam 540 views 17 comments 55 points Most recent by Quicken Kristina April 2025Budget and Planning Tools
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  Budget Planning

  Answered Closed niven 84 views 4 comments 0 points Most recent by niven April 2025Budgeting and Planning Tools (Windows)
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  MY spending "bar" at the top of the planning screen is wrong

  Answered Closed annegchodosh 60 views 3 comments 0 points Most recent by UKR March 2025Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 309 views 9 comments 38 points Most recent by LeaningTower March 2025Budget and Planning Tools
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  After viewing prior year budget, current year budget values change

  Answered Closed Hickory 1199 204 views 13 comments 0 points Most recent by Quicken Kristina February 2025Budgeting and Planning Tools (Windows)