How do I get started with the Lifetime Planner


The best place to start your plan is to set up your retirement goals. Quicken uses the plan assumptions you add for setting up a retirement goal for college planning, home purchase planning, and special purchase planning, so you don't have to enter the same information twice.

If you already have existing accounts and loan information in Quicken, this information is also pre-filled in the plan assumptions for each life event goal.

 

  1. Click the Planning tab.
  2. Click the Lifetime Planner button.
  3. Click Options and then choose Review or change plan assumptions.
  4. As you set up your retirement plan, you may need more information. Check the highlighted title on the left side of the window, then click the matching topic below to learn more.

About you
Salary
Retirement Benefits
Other income
Taxes
Inflation
Savings
Investments
Rate of return
Current homes & assets
Future homes & assets
Current loans
Debt reduction
Future loans
Living expenses
Adjustments to living expenses
College expenses
Special expenses

More information
Assumptions in the Lifetime Planner calculations

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