Planning Tools

Discussion List

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  REPOST Please vote to restore the 90-day view filter in "Projected Balances" (Q Mac)

  Closed KevinB 106 views 6 comments 2 points Most recent by jacobs January 2024Budgeting and Planning Tools (Mac)
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  Simplest way to track QCDs?

  Closed Rocket J Squirrel 792 views 4 comments 2 points Most recent by Rocket J Squirrel January 2024Investing (Windows)
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  Withdrawal from escrow account shows as insurance expense for the month of January 2024 [Edited]

  Answered Closed dtgardner 31 views 1 comment 0 points Most recent by jacobs January 2024Registers & Transactions (Mac)
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  R53.26 removes tax year 2022 from Tax Planner

  Closed Rocket J Squirrel 273 views 13 comments 1 point Most recent by leishirsute January 2024Budgeting and Planning Tools (Windows)
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  Planning Tab - Monthly (non-RMDs!) Withdrawals from Invesment Acct., Reg. IRA and ROTH IRA

  Answered ✓ Closed Daryl M. 121 views 2 comments 0 points Most recent by Daryl M. January 2024Budgeting and Planning Tools (Windows)
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  Mac Planning Tools

  Closed OguguJE 588 views 5 comments 2 points Most recent by jacobs January 2024Budgeting and Planning Tools (Mac)
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  Budget doesn't add up

  Answered Closed GLDFlorida 427 views 12 comments 0 points Most recent by GLDFlorida January 2024Budgeting and Planning Tools (Windows)
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  Major Bug Found in Calendar Displaying with Large Amounts Historical Data

  Closed BradOK 51 views 0 comments 1 point Most recent by BradOK January 2024Errors and Troubleshooting (Windows)
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  Debt Reduction Plan not recognized in Lifetime Planner

  Answered ✓ Closed mathminded 161 views 2 comments 0 points Most recent by mathminded December 2023Budgeting and Planning Tools (Windows)
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  My budget report does not match my budget in Quicken

  Closed suzanneagan 172 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 52 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 72 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 122 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 224 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 244 views 9 comments 0 points Most recent by mark miller December 2023Budgeting and Planning Tools (Windows)
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  I need the scheduled deposits to work by day (2nd Wednesday)

  Answered ✓ Closed Gregg Gustafson 83 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 253 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@ 85 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 435 views 3 comments 2 points Most recent by Kathryn See November 2023Budgeting and Planning Tools (Windows)