Planning Tools

Discussion List

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  Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP

  Reviewed System 304 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)
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  Green Progress bar on Planning Screen

  Closed Kathryn See 51 views 2 comments 0 points Most recent by Quicken Jasmine February 2025Budgeting and Planning Tools (Windows)
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  why are quicken savings goals shown shaded and in italics?

  Closed ChuckandRonda Churchill 72 views 5 comments 0 points Most recent by GeoffG February 2025Budgeting and Planning Tools (Windows)
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  Paycheck Issue with 401K Account

  Answered Closed pmw0813 157 views 11 comments 0 points Most recent by Jim_Harman January 2025Paying Bills, Online Billers & Reminders (Windows)
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  choose accounts to use in Life Time Planner (LTP)

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

  Closed jtgostars 205 views 6 comments 0 points Most recent by jtgostars January 2025Budgeting and Planning Tools (Windows)
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  Paycheck W2 Gross Amount Different

  Answered Closed micdif 43 views 3 comments 0 points Most recent by micdif January 2025Errors and Troubleshooting (Windows)
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  Adding Budget and Actual data to Summary column

  Answered ✓ Closed jcryanjr 103 views 3 comments 0 points Most recent by UKR December 2024Budgeting and Planning Tools (Windows)
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  Scroll bar obscures totals

  Closed SteveInReno 101 views 3 comments 0 points Most recent by Quicken Anja December 2024Budgeting and Planning Tools (Windows)
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  Continuing problem: Initial Tax Planner tab display leaves out Realized Gain

  Closed leishirsute 318 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)
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  Problem with Categories, i.e. Income not showing up under Budget Planning resolved / workaround

  Closed Jeeter 700 views 6 comments 1 point Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
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  Planning budget not summing actuals correctly

  Answered Closed don.kostello 323 views 10 comments 0 points Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
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  Why does my employer 401K Match accumulate in my Planning-Tax Center; _401K contrib??

  Answered ✓ Closed jdschachte 203 views 11 comments 0 points Most recent by markus1957 December 2024Budgeting and Planning Tools (Windows)
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  Why does Quicken duplicate a planned income transaction in next years budget?

  Answered ✓ Closed JFEGOLF 123 views 7 comments 0 points Most recent by Quicken Anja December 2024Paying Bills, Online Billers & Reminders (Windows)
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  Can I change "Savings Goal" to "Bucket Accounts"?

  Answered Closed Doug 67 views 3 comments 0 points Most recent by Quicken Anja December 2024Budgeting and Planning Tools (Windows)
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  When Lifetime Planner will separate Roth Tax Free from Tax Deferred?

  Closed mikek753b 253 views 10 comments 0 points Most recent by LeaningTower November 2024Budgeting and Planning Tools (Windows)
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  Lifetime Planner

  Closed kmwalshepa 72 views 2 comments 0 points Most recent by Chris_QPW October 2024Budgeting and Planning Tools (Windows)
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  Quicken Classic Keeps Including Investment Accounts in Budget

  Answered ✓ Closed alan933 342 views 11 comments 0 points Most recent by NotACPA September 2024Budgeting and Planning Tools (Windows)
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  Risk of Overdraft Redux

  Closed Jim Wetzel 44 views 0 comments 0 points Most recent by Jim Wetzel September 2024Budgeting and Planning Tools (Windows)
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  Whats left is a large negative number

  Closed Mark M 162 views 9 comments -1 point Most recent by NotACPA August 2024Errors and Troubleshooting (Windows)
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  Quicken freezing when trying to access the Planning tab

  Closed GR2011 81 views 4 comments 0 points Most recent by Quicken Jasmine August 2024Errors and Troubleshooting (Windows)
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  Any significant advantage to using an ANNUAL Rollover Reserve?

  Answered ✓ Closed JVC10028 72 views 3 comments 0 points Most recent by JVC10028 July 2024Budgeting and Planning Tools (Windows)