Lifetime Planner / College Expenses - can't link 529 account

AaronD

In Lifetime Planner, I include in the model a child starting college at a certain point. In the "college expenses for ..." simulation, under "Savings & Investments", there is "Amount saved towards college". If I edit that information, and try for "Choose Accounts", "Specific accounts", I get a pull down menu that has every savings and investment account EXCEPT the 529 account I want to select. Any ideas? For a workaround, I have turned off "specific accounts" and selected General Expenses and keyed in the 529 plan balance.

Scooterlam

For reference what Quicken version are you using?

As a test, I set up a 529 account in my LTP test file.  Seems to work okay and I can select the 529 account in the college expenses section.  I am using QW R26.17

If you cannot see the 529 account in the drop-down list in the college expenses section of Lifetime Planner, check to see if it is included in your Planning Assumptions>Quicken Planner: Investments table.  See image. 

Be sure to check "show excluded account", just in case you had previously excluded the 529 account.  Then highlight the 529 account and  un-check the "Exclude from plan" box. 

Does this 529 account now show in your college expenses assumption dialog?

Scooterlam

For reference what Quicken version are you using?

As a test, I set up a 529 account in my LTP test file.  Seems to work okay and I can select the 529 account in the college expenses section.  I am using QW R26.17

If you cannot see the 529 account in the drop-down list in the college expenses section of Lifetime Planner, check to see if it is included in your Planning Assumptions>Quicken Planner: Investments table.  See image. 

Be sure to check "show excluded account", just in case you had previously excluded the 529 account.  Then highlight the 529 account and  un-check the "Exclude from plan" box. 

Does this 529 account now show in your college expenses assumption dialog?

AaronD

The 529 was excluded in the planning assumptions. Probably did that some time ago before I added the college expense, to keep Quicken from factoring it into the retirement calculation.

Using Quicken Premier R26.17 Build 27.1.26.17 on a PC using Windows 10 Pro version 1903 OS build 18362.778