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Re: Lifetime Planner Plan Summary
LTP starts off using your current portfolio value, for a particular account type, to calculate various annual incomes and expenses for the entirety of the plan. Deposits are prorated by month in the …1 -
Re: Implement Health Savings Accounts (HSA) (6 Merged Votes)
I have a solo 401K from Fidelity. There is really no difference in setup within Quicken - just set it up as a 401k and record and categorize your employee and employer contributions appropriately. No…1 -
Re: Debt Reduction Plan not recognized in Lifetime Planner
Unfortunately, this is a known bug that has never been fixed. Some users have this issue and others do not. The link below provides some additional color. Sadly, the moderation team has archived this…2 -
Re: Lifetime Planner Bug and Idea List - Make Yourself Heard!
I started this Lifetime Planner thread to curate the variety of bug reports and ideas needed and requested by users over the years. I find that a number of links are now broken. 2 of 3 idea links, sh…1 -
Re: Removing previous years from a budget
When you create a new budget year by copying various attributes over from the current year (using the right arrow key in your image), then quicken does not allow you to delete the prior year, or any …1