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Not able to "Plan for Taxes"

Hello, I just installed Quicken Windows R43.26 and added all my Fidelity Accounts.

In the right pane, there is a "Plan for Taxes" selector. When I click on it, it expands into the below text and a disabled "Plan for Taxes" button:

"Please add an account first using the Add Accounts button in the Set up Accounts section."

But I already added all my Fidelity accounts and they have been sync'd


  • Hello @justanotheratom,

    Thank you for reaching out to the Community and telling us about your issue, though I apologize that you are experiencing this.

    Based on the issue you described, we request that you please reach out to Quicken Support directly for further assistance and possible escalation if they see fit.

    We apologize for any inconvenience! Thank you.
    -Quicken Anja
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