Planning Tools

Discussion List

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  TurboTax Import Failed (Error 2) - Tax Year 2023 TurboTax

  Closed jl747 676 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 64 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 104 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 47 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 93 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 76 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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  Minimum balance alert

  Reviewed aslot123 74 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 72 views 4 comments 1 point Most recent by QuickUserPSP February 26Reports
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  Budget Reporting - Add Column for Percentage Consumed

  Reviewed Dom1 23 views 0 comments 2 points Most recent by Dom1 February 23Reports
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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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  The choices for extending a budget should always be available.

  Reviewed Chris_QPW 85 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 11 views 0 comments 0 points Most recent by Jeff76 February 3Reports (Windows)
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  Customization of Dashboard Cards

  Answered ✓ Closed DMSilverfox 259 views 3 comments 0 points Most recent by rswoods February 2Budgeting and Planning Tools (Mac)
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  Budget values in budget column have been reset to zero after cloud sync

  Closed BigSpender69 41 views 4 comments 0 points Most recent by Arctic Hare January 30All Things Canadian (Windows)
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  What's left discrepancies

  Answered Closed Michael Rosen 105 views 2 comments 0 points Most recent by Michael Rosen January 27Budgeting and Planning Tools (Windows)
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  Introduce a Quicken Premium Subscription Integrating a High-end Retirement Planner (edited)

  Reviewed Jimhurley 241 views 3 comments 14 points Most recent by scobar January 24Product Enhancements
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  REPOST Please vote to restore the 90-day view filter in "Projected Balances" (Q Mac)

  Closed KevinB 92 views 6 comments 2 points Most recent by jacobs January 19Budgeting and Planning Tools (Mac)
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  Simplest way to track QCDs?

  Closed Rocket J Squirrel 274 views 4 comments 1 point Most recent by Rocket J Squirrel January 19Investing (Windows)
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  Withdrawal from escrow account shows as insurance expense for the month of January 2024 [Edited]

  Answered Closed dtgardner 31 views 1 comment 0 points Most recent by jacobs January 19Registers & Transactions (Mac)
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  R53.26 removes tax year 2022 from Tax Planner

  Closed Rocket J Squirrel 262 views 13 comments 1 point Most recent by leishirsute January 19Budgeting and Planning Tools (Windows)
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  Planning Tab - Monthly (non-RMDs!) Withdrawals from Invesment Acct., Reg. IRA and ROTH IRA

  Answered ✓ Closed Daryl M. 121 views 2 comments 0 points Most recent by Daryl M. January 18Budgeting and Planning Tools (Windows)