Planning Tools

Discussion List

• 
  After viewing prior year budget, current year budget values change

  Answered Closed Hickory 1199 201 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 51 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 71 views 5 comments 0 points Most recent by GeoffG February 2025Budgeting and Planning Tools (Windows)
• 
  Paycheck Issue with 401K Account

  Answered Closed pmw0813 151 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 Most recent by cmoore January 2025Budget 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 47 views 3 comments 0 points Most recent by micdif January 2025Errors and Troubleshooting (Windows)
• 
  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)
• 
  Scroll bar obscures totals

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

  Closed leishirsute 314 views 12 comments 0 points Most recent by BK December 2024Budgeting and Planning Tools (Windows)
• 
  Problem with Categories, i.e. Income not showing up under Budget Planning resolved / workaround

  Closed Jeeter 691 views 6 comments 1 point Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
• 
  Planning budget not summing actuals correctly

  Answered Closed don.kostello 308 views 10 comments 0 points Most recent by Quicken Kristina December 2024Budgeting and Planning Tools (Windows)
• 
  Why does my employer 401K Match accumulate in my Planning-Tax Center; _401K contrib??

  Answered ✓ Closed jdschachte 202 views 11 comments 0 points Most recent by markus1957 December 2024Budgeting and Planning Tools (Windows)
• 
  Why does Quicken duplicate a planned income transaction in next years budget?

  Answered ✓ Closed JFEGOLF 122 views 7 comments 0 points Most recent by Quicken Anja December 2024Paying Bills, Online Billers & Reminders (Windows)
• 
  Can I change "Savings Goal" to "Bucket Accounts"?

  Answered Closed Doug 61 views 3 comments 0 points Most recent by Quicken Anja December 2024Budgeting and Planning Tools (Windows)
• 
  When Lifetime Planner will separate Roth Tax Free from Tax Deferred?

  Closed mikek753b 251 views 10 comments 0 points Most recent by LeaningTower November 2024Budgeting and Planning Tools (Windows)
• 
  Lifetime Planner

  Closed kmwalshepa 71 views 2 comments 0 points Most recent by Chris_QPW October 2024Budgeting and Planning Tools (Windows)
• 
  Quicken Classic Keeps Including Investment Accounts in Budget

  Answered ✓ Closed alan933 339 views 11 comments 0 points Most recent by NotACPA September 2024Budgeting and Planning Tools (Windows)
• 
  Risk of Overdraft Redux

  Closed Jim Wetzel 41 views 0 comments 0 points Most recent by Jim Wetzel September 2024Budgeting and Planning Tools (Windows)
• 
  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)
• 
  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)
• 
  Any significant advantage to using an ANNUAL Rollover Reserve?

  Answered ✓ Closed JVC10028 71 views 3 comments 0 points Most recent by JVC10028 July 2024Budgeting and Planning Tools (Windows)
• 
  The Community Meetup-June 2024 Edition

  Quicken Janean 3.3K views 13 comments 0 points Most recent by Chris_QPW July 2024The Community Meetup Newsletter