Add a Education 'intended use' to the Lifetime Planner under the Investments section.

I would recommend that Quicken adds more specific categorization to any education accounts. I cannot distinguish the ESA (Coverdells) and 529s from my ‘retirement’ intended use in the Lifetime Planner tool. I suppose since ESA/ 529s are tax deferred they automatically get lumped into ‘retirement’ intended use on the Lifetime Planner. But they need to be tagged to education savings, not retirement.
3
3 votes

New · Last Updated