How do I manually enter information in the Tax Planner?

To get the most accurate estimate of your taxes, you might decide to fine-tune the values in the Tax Planner. You can manually enter projected amounts for information you choose not to track in Quicken (remember to enter a full year's worth), and you can edit any amounts that Quicken has filled in for you.

Click the Planning tab.
Click the Tax Center button.
Click Show Tax Planner.
Set your filing status, tax year, and scenario.
- Why is this important?
  Enter your filing status and tax year before you make any other entries. This information affects automatic calculations throughout the Tax Planner because your tax rate is based on your filing status.
On the left side of the page, select the appropriate topic. Click the matching topic below to learn more.

This feature is not available in Canada.