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Re: Planning Tab Default Sort
No, it does not appear that the selection is persistent, unfortunately. "Sort by" feature seems rather limited for those with a number of savings goals.1 -
Re: Planning Tab Default Sort
You can create an idea thread to request this feature. You might want to reference this post and elaborate more on what you want to see changed and why. Quicken reportedly uses idea posts to gauge br…1 -
Re: How do I move a category to a different category group?
You will have to assign a tax reporting line to your category to move it to the business category group. Goto: Menu Tools>Category List Select the Category>Right Click>Edit Check the Tax rel…1 -
Re: Lifetime Planner IDEA: Add Roth Conversion Modeling in LTP
@pdq I asked a moderator to break-out your Roth Conversion suggestion into its own IDEA post so that this important feature doesn't get lost. For sure, improvements to ROTH handling in LTP (prior ide…1 -
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