Planning Tools

Discussion List

• 
  Budgeting by fiscal year instead of calendar year

  Answered Closed David Viking 61 views 8 comments 0 points Most recent by Quicken Kristina October 2025Budgeting and Planning Tools (Windows)
• 
  Calendar has goal/planning entries

  Answered Closed Kevin McAlexander 11 views 1 comment 0 points Most recent by Kevin McAlexander October 2025Budgeting and Planning Tools (Windows)
• 
  2

  Up
  Track expiration of promotional interest rates

  Reviewed Sisyphus1967 15 views 0 comments 2 points Most recent by Sisyphus1967 October 2025Manage Accounts and Transactions
• 
  1

  Up
  Debt Reduction Planner - Allow for a period of reduced or zero interest

  Reviewed Sisyphus1967 13 views 0 comments 1 point Most recent by Sisyphus1967 October 2025Budget and Planning Tools
• 
  2

  Up
  Have the Budget tool as a breakaway window

  Reviewed mikn67 2 views 0 comments 2 points Most recent by mikn67 September 2025Budget and Planning Tools
• 
  1

  Up
  Do a real budget forecast and make Quicken more useful

  Reviewed Dennis6@ 21 views 0 comments 1 point Most recent by Dennis6@ September 2025Budget and Planning Tools
• 
  Retirement Planner Salt Taxes Adjustment

  Answered Closed DLS 31 views 1 comment 0 points Most recent by Quicken Kristina September 2025Budgeting and Planning Tools (Windows)
• 
  Paycheck Corruption - Easier way to Fix?

  Closed recursor1 72 views 2 comments 0 points Most recent by recursor1 September 2025Budgeting and Planning Tools (Windows)
• 
  Budget Disappeared (No Planning tabs)

  Closed NicoA 193 views 9 comments 0 points Most recent by mshiggins September 2025Budgeting and Planning Tools (Windows)
• 
  5

  Up
  Editing Budget - Show actual values alongside budgeted amounts (Q Mac) [Edited]

  Reviewed chasbgill 6 views 0 comments 5 points Most recent by chasbgill August 2025Budget and Planning Tools
• 
  5

  Up
  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
• 
  Lifetime Planner: Updated Links - Rate of Return and Inflation forecasts - 2025

  Closed Scooterlam 41 views 1 comment 1 point Most recent by Quicken Anja August 2025Budgeting and Planning Tools (Windows)
• 
  How I use Savings Goals for Annual expenses

  Closed waynes4680 66 views 1 comment 1 point Most recent by Quicken Anja August 2025Budgeting and Planning Tools (Windows)
• 
  2

  Up
  Offer budget reporting including carry-over totals.

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

  Closed YPestis8857 27 views 2 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
• 
  Cannot complete Paycheck Setup

  Answered Closed kstcdaniel 156 views 12 comments 0 points Most recent by Quicken Anja July 2025New to Quicken/Getting Started (Windows)
• 
  3

  Up
  Debt Reduction Planner - Add Ability to Adjust Minimum Payment [Edited]

  Reviewed kficek 72 views 4 comments 3 points Most recent by Jim_Harman June 2025Budget and Planning Tools
• 
  How to create and manage Emergency Fund?

  Answered Closed mikek753b 454 views 38 comments -1 point Most recent by mikek753b June 2025Budgeting and Planning Tools (Windows)
• 
  Everything else non budgeted categories being subtracted from planning budget

  Closed cmclien 221 views 10 comments 0 points Most recent by Chris_QPW June 2025Budgeting and Planning Tools (Windows)
• 
  16

  Up
  Introduce a Quicken Premium Subscription Integrating a High-end Retirement Planner (edited)

  Reviewed Jimhurley 363 views 4 comments 16 points Most recent by Framer Inc May 2025Product Enhancements
• 
  Managing the intersection between bills/income and the Lifetime Planner

  Closed Warhawk 62 views 5 comments 0 points Most recent by Warhawk May 2025Budgeting and Planning Tools (Windows)
• 
  Printing a simple budget report that excludes actuals and variances

  Closed Framer Inc 71 views 8 comments 0 points Most recent by Jim_Harman April 2025Budgeting and Planning Tools (Windows)
• 
  Upcoming Transaction Report

  Answered ✓ Closed jsmc88 113 views 3 comments 0 points Most recent by RickO April 2025Reports (Mac)
• 
  55

  Up
  Lifetime Planner IDEA: Improve how ROTH IRAs are Displayed and Modelled in LTP

  Under Consideration Scooterlam 542 views 17 comments 55 points Most recent by Quicken Kristina April 2025Budget and Planning Tools
• 
  Budget Planning

  Answered Closed niven 81 views 4 comments 0 points Most recent by niven April 2025Budgeting and Planning Tools (Windows)
• 
  MY spending "bar" at the top of the planning screen is wrong

  Answered Closed annegchodosh 62 views 3 comments 0 points Most recent by UKR March 2025Budgeting and Planning Tools (Windows)
• 
  38

  Up
  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 303 views 9 comments 38 points Most recent by LeaningTower March 2025Budget and Planning Tools