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

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.