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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Under lifetime planner I "excluded from plan" brokerage accounts that quicken tracks
hoonk
How can I get them back into the savings and investment section of plan assumptions?
I tried adding (the "new" button) that takes you to adding a new account (those accounts still exist and are visible) and there is not an option to add an existing account.
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Scooterlam
Hi, Referring to the image, is your "show excluded account" box checked? If left unchecked, the accounts you "excluded from plan" will disappear from the Investment table.
Could this be the issue?
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Scooterlam
Hi, Referring to the image, is your "show excluded account" box checked? If left unchecked, the accounts you "excluded from plan" will disappear from the Investment table.
Could this be the issue?
hoonk
Thank you, I was able to restore the accounts using that method. -
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