Future homes and assets

In Quicken’s Lifetime Planner, future homes and assets represent large purchases you plan to make later—such as buying a new home, acquiring a vacation property, or adding a valuable asset like a boat or RV. These items are not yet owned but are expected to impact your financial plan.

Adding a planned home or asset helps you forecast its effect on your net worth, cash flow, and savings goals. When you add a future asset, you specify the expected purchase date, cost, and projected growth rate. You can also link loans, income, and expenses to the planned asset to improve accuracy.

Important:
Quicken does not automatically convert a planned asset into a real account or transaction when the purchase date arrives. If you do go through with the purchase, you’ll need to manually create the new home or asset account in Quicken.

This feature helps you plan responsibly for large purchases—but you’re still in charge of updating your actual financial data when the time comes.