This page contains technical answers related to the reporting and planning features of the Quicken 5 for Windows program. Browse the list below to locate your issue, then follow the link for further information.

• Why isn't Billminder reminding me about transactions due?
• Why is Billminder reminding me too far in advance about transactions due?
• What are the short cut keys for navigating through a budget?
• How do I put transactions on the Financial Calendar list?
• How do I remove transactions from the Financial Calendar list?
• How do I set up a transaction group containing investment transactions?
• Is there a way to be reminded of scheduled transactions that are due?
• How can I see my actual bank balance when I have money in a savings goal account?
• Can I create a budget from my forecast?
• What formula does Quicken use for the Loan Planner amortization?
• What formula does Quicken use for the Retirement Planner?
• What formula does Quicken use for the Refinance Planner?
• Why isn't budget AutoCreate working?
• Why are the budgeted and actual amounts different when I use AutoCreate?
• Why does the Budget window show an account that I've deleted?
• Why are the numbers on my budget report not printing correctly?
• How do I set up categories to help me do my taxes?
• Why is the annual return on my Investment Performance report too high?
• Why are actions missing on my Investment Transaction report?
• What do I do if the numbers look wrong on my Capital Gains report?
• Why doesn't my investment report IRR match the graph?
• How do I calculate the break-even point for refinancing a loan?
• Why is the amortization wrong on my last payment?
• Why is my current loan balance wrong if the original loan balance is correct?
• Can I save my desktop with a report open?
• How can I display more columns onscreen?
• Why isn't everything showing on my Net Worth report?
• How do I set up categories with tax time in mind if I get multiple copies of the same tax forms (such as two W-2s)?
• Why is some information missing on my Tax schedule report?
• Why isn't the Business income and expense correct in the Quicken Tax Planner?
• Why is tax withheld too high in Quicken Tax Planner?