Planning Tools

Discussion List

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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 106 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 253 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 304 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 265 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. 122 views 2 comments 0 points Most recent by Daryl M. January 18Budgeting and Planning Tools (Windows)
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  Mac Planning Tools

  Closed OguguJE 397 views 5 comments 2 points Most recent by jacobs January 15Budgeting and Planning Tools (Mac)
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  Budget doesn't add up

  Answered Closed GLDFlorida 292 views 12 comments 0 points Most recent by GLDFlorida January 15Budgeting and Planning Tools (Windows)
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  Budget Separation Fixed Vs Variable (Q Mac)

  Reviewed Cliff Meyer 421 views 9 comments 23 points Most recent by Chris_QPW January 12Budget and Planning Tools
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  Major Bug Found in Calendar Displaying with Large Amounts Historical Data

  Closed BradOK 44 views 0 comments 1 point Most recent by BradOK January 9Errors and Troubleshooting (Windows)
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  Need to ability to clear all the budget rollovers for a month in one operation.

  Reviewed Chris_QPW 32 views 0 comments 2 points Most recent by Chris_QPW January 5Budget and Planning Tools
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  You should be able to delete a year off a budget.

  Reviewed Chris_QPW 52 views 2 comments 2 points Most recent by Chris_QPW January 5Budget and Planning Tools
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  Debt Reduction Plan not recognized in Lifetime Planner

  Answered ✓ Closed mathminded 149 views 2 comments 0 points Most recent by mathminded December 2023Budgeting and Planning Tools (Windows)
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  Lifetime Planner IDEA: Export Plan Results Graph Data to Excel

  Reviewed Scooterlam 524 views 6 comments 40 points Most recent by Scooterlam December 2023Budget and Planning Tools
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  My budget report does not match my budget in Quicken

  Closed suzanneagan 119 views 7 comments 0 points Most recent by suzanneagan December 2023Budgeting and Planning Tools (Windows)
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  BUG: Buy/Sell preview is mixing tax years

  Closed Rocket J Squirrel 51 views 2 comments 0 points Most recent by Quicken Kristina December 2023Investing (Windows)
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  Projected Balances - Quicken randomly multiplies a Bill Reminder by a factor of 2 or 3

  Answered Closed ssbitar 64 views 4 comments 0 points Most recent by UKR December 2023Paying Bills, Online Billers & Reminders (Windows)
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  How do I get reinvested dividends and reinvested capital gains to show up in the Tax Planner?

  Answered Closed Tammy Van Buren 108 views 2 comments 0 points Most recent by Tammy Van Buren December 2023Registers & Transactions (Windows)
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  In Planning, in a scheduled transfer appears in both the TO and the FROM lines as positive.

  Answered ✓ Closed MRH2 195 views 5 comments 0 points Most recent by khg December 2023Budgeting and Planning Tools (Windows)
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  Net Worth Calcs off (Historical views, not current)

  Answered Closed mark miller 190 views 9 comments 0 points Most recent by mark miller December 2023Budgeting and Planning Tools (Windows)
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  Edit one instance (3 or 4 away) of a future income reminder without changing them all

  Reviewed Joe44nh 35 views 0 comments 2 points Most recent by Joe44nh December 2023Product Enhancements