Planning Tools

Discussion List

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  Budget Notes Feature Breaks When Moving to a New Budget Year (2023)

  Closed Scooterlam 256 views 3 comments 3 points Most recent by Scooterlam November 2023Budgeting and Planning Tools (Windows)
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  Does Quicken Classic Premier 2023 do zero-based budgeting?

  Closed jstraugh 311 views 2 comments 0 points Most recent by fanfare October 2023Before you Buy
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  How to use net pay in budget and track 401k contributions?

  Answered Closed JimB66 417 views 8 comments 0 points Most recent by JimB66 October 2023Budgeting and Planning Tools (Windows)
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  Budget Variance Report (Q Mac)

  Reviewed fhellmuth 43 views 3 comments 6 points Most recent by jacobs October 2023Budget and Planning Tools
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  Add more categories to Spending by Category Dashboard card

  Reviewed jacobs 230 views 4 comments 10 points Most recent by jacobs September 2023Display/UI
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  Minimum balance alerts, etc. are no longer available in Canadian version - Please bring back!

  Closed TrishCanada 42 views 2 comments 0 points Most recent by TrishCanada September 2023Budgeting and Planning Tools (Windows)
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  Please vote to restore the 90-day view filter in "Projected Balances" (Q Mac)

  Closed KevinB 182 views 6 comments 8 points Most recent by RadDoc68 September 2023Budgeting and Planning Tools (Mac)
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  Incorrect Tax Brackets in Tax Planner Yielding Incorrect Estimated Tax

  Closed nsosdian 67 views 2 comments 0 points Most recent by nsosdian September 2023Errors and Troubleshooting (Windows)
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  Finding underwater lots for tax loss harvesting

  Closed Rocket J Squirrel 188 views 13 comments 1 point Most recent by Chris_QPW August 2023Investing (Windows)
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  Planning doesn't add up things correctly anymore

  Closed shjimmerson 163 views 5 comments 0 points Most recent by shjimmerson August 2023Budgeting and Planning Tools (Windows)
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  Tax Planner Exemptions Broken

  Closed buttersh 104 views 4 comments 0 points Most recent by buttersh August 2023Budgeting and Planning Tools (Windows)
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  Can I reset the "Multiple Accounts" view in "Projected Balances"?

  Answered Closed Rob0412 71 views 8 comments 0 points Most recent by Quicken Anja August 2023Budgeting and Planning Tools (Windows)
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  Planning tool has a display error. Can it be fixed?

  Answered Closed tomj850i 31 views 1 comment 0 points Most recent by UKR July 2023Budgeting and Planning Tools (Windows)
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  Chase bank login one time code verification when my number is not working

  Closed Nilda111 2.5K views 1 comment 0 points Most recent by Quicken Kristina July 2023Paying Bills, Online Billers & Reminders (Windows)
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  Why did Quicken get rid of the 90-day view on the Bills & Income screen??

  Answered Closed KevinB 42 views 2 comments 0 points Most recent by KevinB June 2023Budgeting and Planning Tools (Mac)
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  Lifetime Planner: Resources for Setting Medicare Expenses Using the Special Expense Assumption

  Closed Scooterlam 241 views 0 comments 0 points Most recent by Scooterlam June 2023FAQ'S (Windows)
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  How can I make my budgets add up

  Answered Closed davedish 91 views 11 comments 0 points Most recent by Snowman June 2023Budgeting and Planning Tools (Windows)
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  Seeking Advice on Utilizing Quicken for Budgeting and Financial Forecasting

  Closed erranbrown 89 views 1 comment 0 points Most recent by UKR June 2023Budgeting and Planning Tools (Windows)
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  Projected Balances bug

  Closed robarivas 11 views 0 comments 0 points Most recent by robarivas June 2023Paying Bills, Online Billers & Reminders (Windows)