Get More from Your Financial Information
The Planning Tools dashboard helps you look beyond your day-to-day finances by turning the information you already manage in Quicken into useful planning insights.
From here, you can:
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Explore whether you're on track for retirement.
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Compare different retirement scenarios before making important financial decisions.
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Monitor your credit score and understand what's influencing it.
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Track changes over time so you can adjust your plans as your financial situation evolves.
Unlike standalone calculators, Planning Tools work alongside the financial information you already manage in Quicken. When available, Quicken automatically uses your current investment balances in the Retirement Planner, giving you a personalized starting point with less manual entry.
Available Tools
Retirement Planner
Use the Retirement Planner to project how your savings may grow over time and estimate how long they could last during retirement.
You can explore different scenarios by adjusting values such as:
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Retirement age
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Annual contributions
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Living expenses
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Retirement income, including Social Security or pensions
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Investment returns
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Inflation
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Tax assumptions
Choose Basic for a quick projection or Advanced for additional planning options, including separate taxable and tax-deferred investments and contributions.
Learn more: Planning for Retirement with Confidence
Credit Score
Use Credit Score to monitor your credit score and better understand the factors that influence it.
You'll be able to:
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View your current credit score
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Track changes over time
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Learn what factors are helping or hurting your score
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Discover opportunities to improve your credit health
Learn more: Tracking Your Credit Score
Getting Started
If you're new to Planning Tools, a good place to begin is the Retirement Planner.
Because Quicken can automatically use your current investment balances when available, you may already have much of the information needed to begin exploring retirement scenarios. You can then adjust assumptions like retirement age, annual savings, or expected expenses to see how different choices may affect your long-term outlook.
If you're focused on borrowing, buying a home, or improving your overall financial health, visit the Credit Score tab to understand your current score and what may be affecting it.
Tips
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Revisit Planning Tools whenever your financial situation changes, such as after a raise, new job, or major purchase.
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Update your retirement assumptions periodically to keep your projections aligned with your goals.
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Check your credit score regularly so you can spot trends and address issues early.