Lifetime Planner Issue - Unable to link home asset and mortgage liability accounts
I have been working in the Lifetime Planner. I have not spent much time in this area of Quicken but find it potentially helpful so far. I am still inputting data. I have run into an issue when adding Assets under Current Homes & Assets. When I select an asset (a home) and try to add the loan associated with the asset it does not populate the loan. I have the asset and the loan linked in Quicken otherwise. But they do not show up as linked in the Lifetime Planner essentially. I have done alot of troubleshooting but still cant resolve the issue. The help in the Lifetime Planner on this topic says the loan should populate if already entered & linked in Quicken in general. I have 3 asset accounts (homes) each with linked loans in Quicken. None of the asset accounts (homes) show the linked loans in the Lifetime Planner........... Any others have this issue before?