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bizlady 10-10-2016 04:17 PM

Quicken Planner Investment Problem
I have Quicken Premiere 2016.

I am having a problem getting contributions to a retirement plan to calculate in the retirement planner.

1.In the Quicken Planner I add myself with a salary and make that self employed. Everything looks good.

2. I want to account for money I put annually into a retirement account.In the planner, I choose SAVINGS AND INVESTMENTS and then choose the account I want to make deposits to by highlighting it. Below that (shows as step 2 in the planner) I click new, and enter the amount annually I want to invest.

But nothing changes in the planner. What am I missing?

grasshopper 10-11-2016 07:18 AM

1 Attachment(s)
Open planner, go to savings & investments, check investments to be sure that account is checked and included in total.

Attachment 24789

bizlady 10-12-2016 11:03 AM

yes that is properly checked.
I can punch in huge amounts and it just is not calculating....

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