How do I use the planning tab
Use the Planning tab to leverage the data you've already entered into Quicken to create budgets, tax plans, savings goals, and long-term plans for retirement and other life events. Even if you haven't yet entered a lot of data into Quicken yet, you can still use these planning tools. Just enter data as you go.
Use the Planning tab to create and track your budget. Even if you haven't yet entered a lot of data into Quicken yet, you can still create a budget. Just enter data as you go.
Get started with the Planning tab
- Use Budgets to track your monthly expenses
The Budgets feature helps you monitor your monthly income and expenses.
Learn more about budgeting spending in Quicken
- Use Debt Reduction to create a plan to get out of debt
The Debt Reduction feature helps you create a plan that reduces the amount of interest you pay and gets you out of debt as quickly as possible.
Learn more about debt reduction in Quicken
- Use the Lifetime Planner to project your financial future
The Lifetime Planner is a tool for planning your financial future. It helps you set goals for key life events such as retirement, buying a home, and sending your children to college. Then, it helps you determine how reach those goals—for example, how much you need to save each month, and what rate of return you need from your investments.
Learn more about the Lifetime Planner
- Use the Tax Center to estimate and plan your taxes
The Tax Center is your tax management control center. You can view snapshots of the current year's projected tax, tax calendar, and year-to-date tax-related expenses and income. You can also launch important tax tools such as the Quicken Tax Planner and the Tax Summary Report.
Learn more about the tax features in Quicken
- Use Savings Goals to set up a scheduled savings plan
A savings goal is a way of setting aside money for a specific purpose. The money you contribute to a savings goal remains in the funding account, but it's hidden so you don't inadvertently spend it on something else.
Learn more about savings goals in Quicken