Planning Tools

Discussion List

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  Mac Planning Tools

  Closed OguguJE 362 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 289 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 415 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 37 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 39 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 51 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 148 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 518 views 6 comments 39 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 109 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 107 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 184 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 33 views 0 comments 2 points Most recent by Joe44nh December 2023Product Enhancements
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  Tax Planner: Allow user to add notes to all "User Entered" items

  Reviewed Rocket J Squirrel 35 views 2 comments 6 points Most recent by Rocket J Squirrel December 2023Budget and Planning Tools
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  I need the scheduled deposits to work by day (2nd Wednesday)

  Answered ✓ Closed Gregg Gustafson 82 views 5 comments 0 points Most recent by Rocket J Squirrel December 2023Budgeting and Planning Tools (Windows)
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  Lifetime Planner: Resources for Setting the Social Security Retirement Benefit Assumption

  Closed Scooterlam 209 views 1 comment 2 points Most recent by Scooterlam December 2023Budgeting and Planning Tools (Windows)
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  discretionary and non-discretionary expenses

  Closed Don32@ 67 views 1 comment 0 points Most recent by mshiggins November 2023Reports (Windows)
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  Lifetime Planner: Resources for Long Term Care and Setting the Special Expense Assumption

  Closed Scooterlam 393 views 3 comments 2 points Most recent by Kathryn See November 2023Budgeting and Planning Tools (Windows)
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  When is Quicken going to fix the RMD starting age?

  Closed Redeye 157 views 4 comments 2 points Most recent by volvogirl November 2023Budgeting and Planning Tools (Windows)
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  Compare to average spending in Comparison Reports

  Reviewed aaron 57 views 1 comment 5 points Most recent by EasleyFamily November 2023Reports