Planning Tools

Discussion List

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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 214 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@ 75 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 396 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
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  Budget Notes Feature Breaks When Moving to a New Budget Year (2023)

  Closed Scooterlam 258 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 312 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 444 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 231 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 43 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 75 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 191 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 111 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 2.6K views 1 comment 0 points Most recent by Quicken Kristina July 2023Paying Bills, Online Billers & Reminders (Windows)