Quicken Planner Investment Problem

bizlady

Full time employment: Posting here.
Joined
Mar 6, 2008
Messages
970
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?
 
Open planner, go to savings & investments, check investments to be sure that account is checked and included in total.

q.JPG
 
yes that is properly checked.
I can punch in huge amounts and it just is not calculating....
 
Back
Top Bottom