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?