Lifetime Planner / College Expenses - can't link 529 account
AaronD
Member ✭✭
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.
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Best Answer
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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?
6
Answers
-
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?
6 -
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 18362.7780
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