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problem with Quicken 2011 Lifetime Planner and 401(k)?
Old 01-21-2013, 08:06 AM   #1
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problem with Quicken 2011 Lifetime Planner and 401(k)?

Hi all, since our current and planned future income situations are somewhat more complicated than normal, I've always found FireCalc a little lacking. I've been playing with Quicken 2011 (R8 -- most recent update for 2011) and its Lifetime planner and found it to be much more flexible and friendly than FireCalc. It's a little less transparent in the outcomes calculation, but I'm willing to accept that in exchange for knowing the inputs are right.

But, and this is a huge one, I've noticed that QLP doesn't include my or the SO's 401(k). For example, I can change either of ours from $0/year contributed to any number at all and it doesn't change the projection of how long we last overall.

Anyone else had this issue or similar problems with QLP? I thought about upgrading to 2013 but there seem to be a lot of PO'd upgraders on various forums. Is there something out there similar to QLP?
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Old 01-21-2013, 08:14 AM   #2
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Make sure your 401k is not excluded from the plan, under saving and investments.
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Old 01-21-2013, 12:36 PM   #3
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Quote:
Originally Posted by grasshopper View Post
Make sure your 401k is not excluded from the plan, under saving and investments.
Thanks, grasshopper. That was the first thing I checked and it was set correctly. I ended up deleting the contribution set up on the 401(k)s in QLP, rebooted my computer, and then readded the contributions. Now they are affecting the timeline properly. I had tried deleting and re-adding the contributions before without the reboot and that had no effect.
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