Assumptions not getting saved in the Lifetime Planner tool - and 401k acct not showing ?

ajaykothari

I used to use the retirement planning tool quite often. However in the past couple of years, some of my retirement accounts stopped showing up in the investments in the tool.
I cannot seem to figure out why and how to fix it.
I have the individual accounts marked at IRA, RothIRA and 401K, but they do not show up at all in the planning tool.

Ps56k2

What version .... Help --> About Quicken

Which path of menus..... Planning --> ?

ajaykothari

I have quicken - Home, Business and rental property, Version R26.17
Planning - Lifetime Planner. All the information that I enter do not seem to stay past that session. i.e. when I restart Quicken all that information about plan assumptions is lost.

Ps56k2

SO.... is your question about the - LifeTime Planner -
and the Assumptions not sticking between Quicken sessions....

OR - something else as per your topic of "retirement planning tool" and accounts ?

ajaykothari

Yes. 1st the information is not sticking. 2nd some of my retirement accounts are not showing up Specifically our (my wife and me) current employer 's 401K accounts.

Ps56k2

ajaykothari said:

Yes. - Lifetime Planner -

1st - the information is not sticking.
2nd - some of my retirement accounts are not showing up
Specifically our (my wife and me) current employer 's 401K accounts.

ok.....

# 1 - just entered all my Assumptions, reviewed things, and exited Quicken
when restarting - all of my data is still there - all of the Assumptions are still there.

# 2 - just tried our info - under the "Investment" assumption -
and all of our Investment + IRA + 401/403 accts are being listed.

Check how your 401k accounts are defined...

EDIT - I also updated the topic title to better reflect the Q&A

ajaykothari

Hello,
In my case, as soon as I exit, even the simple information such as my name and date of birth does not get saved.
I have been using Quicken for almost 7 years and it used to work fine until last year. Something changed last year in my configuration I guess.

Ps56k2

ok.... that #1 -

how about #2 - how are your 401k accounts defined compared to my screen grab ?

ajaykothari

They are set up correctly as compared to your screen grab.

ajaykothari

Interesting fact. All the old information (from 2-3 years ago) is still there except our names, DOB etc.

Scooterlam

Regarding the missing accounts....Have a look at my suggestion in this thread:  https://community.quicken.com/discussion/comment/20089276#Comment_20089276  In particular, the check boxes highlighted in the image.  Could this be a solution for your missing accounts?

Regarding the missing or not persistent assumptions,  have you tried a file validation? If still a problem, try an uninstall /reinstall of Quicken.  Don't forget to back up!