Planning Tools

Discussion List

• 
  4

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

  Reviewed chasbgill 3 views 0 comments 4 points Started by chasbgill August 2025 Budget and Planning Tools
• 
  5

  Up
  12-Months Budget View, change January - (current month) to January - (last complete month) [Edited]

  Reviewed GSW1982 25 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 39 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 46 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 11 views 0 comments 2 points Started by Randyrama August 2025 Product Enhancements
• 
  Planning Tab Wiping/Deleting After One Step Update

  Closed YPestis8857 22 views 2 comments 0 points Most recent by Quicken Kristina July 2025Errors and Troubleshooting (Windows)
• 
  Cannot complete Paycheck Setup

  Answered Closed kstcdaniel 136 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 61 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 414 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 345 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 67 views 5 comments 0 points Most recent by Warhawk May 2025Budgeting and Planning Tools (Windows)
• 
  49

  Up
  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 2025Budget and Planning Tools
• 
  Printing a simple budget report that excludes actuals and variances

  Closed Framer Inc 78 views 8 comments 0 points Most recent by Jim_Harman April 2025Budgeting and Planning Tools (Windows)
• 
  Upcoming Transaction Report

  Answered ✓ Closed jsmc88 81 views 3 comments 0 points Most recent by RickO April 2025Reports (Mac)
• 
  52

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

  Under Consideration Scooterlam 527 views 17 comments 52 points Most recent by Quicken Kristina April 2025Budget and Planning Tools
• 
  Budget Planning

  Answered Closed niven 83 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 47 views 3 comments 0 points Most recent by UKR March 2025Budgeting and Planning Tools (Windows)
• 
  36

  Up
  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 282 views 9 comments 36 points Most recent by LeaningTower March 2025Budget and Planning Tools
• 
  After viewing prior year budget, current year budget values change

  Answered Closed Hickory 1199 190 views 13 comments 0 points Most recent by Quicken Kristina February 2025Budgeting and Planning Tools (Windows)
• 
  Green Progress bar on Planning Screen

  Closed Kathryn See 53 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Budgeting and Planning Tools (Windows)
• 
  why are quicken savings goals shown shaded and in italics?

  Closed ChuckandRonda Churchill 74 views 5 comments 0 points Most recent by GeoffG February 2025Budgeting and Planning Tools (Windows)
• 
  Paycheck Issue with 401K Account

  Answered Closed pmw0813 141 views 11 comments 0 points Most recent by Jim_Harman January 2025Paying Bills, Online Billers & Reminders (Windows)
• 
  1

  Up
  choose accounts to use in Life Time Planner (LTP)

  Reviewed cmoore 41 views 0 comments 1 point Started by cmoore January 2025 Budget and Planning Tools
• 
  Sub category not included in summary total

  Closed jtgostars 203 views 6 comments 0 points Most recent by jtgostars January 2025Budgeting and Planning Tools (Windows)
• 
  Paycheck W2 Gross Amount Different

  Answered Closed micdif 42 views 3 comments 0 points Most recent by micdif January 2025Errors and Troubleshooting (Windows)
• 
  1

  Up
  Need a Category recording like a check register (Q Mac)

  Reviewed Esdickson2001 23 views 1 comment 1 point Most recent by jacobs January 2025Budget and Planning Tools
• 
  Adding Budget and Actual data to Summary column

  Answered ✓ Closed jcryanjr 102 views 3 comments 0 points Most recent by UKR December 2024Budgeting and Planning Tools (Windows)
• 
  Scroll bar obscures totals

  Closed SteveInReno 101 views 3 comments 0 points Most recent by Quicken Anja December 2024Budgeting and Planning Tools (Windows)