Investment accounts not showing up in retirement planner

PonticelliAM
PonticelliAM Quicken Windows Subscription Member
edited November 2022 in Budgeting and Planning Tools (Windows)
I have several investment accounts not showing up in the retirement planner. How do I get them included and associated with expenses?
example - I have 529 plans that I want to associated with my kids' college expenses.
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Best Answer

  • PonticelliAM
    PonticelliAM Quicken Windows Subscription Member
    Answer ✓
    Resolved - had to restart the application - old school.

Answers

  • PonticelliAM
    PonticelliAM Quicken Windows Subscription Member
    Answer ✓
    Resolved - had to restart the application - old school.
  • Boatnmaniac
    Boatnmaniac Quicken Windows Subscription SuperUser, Windows Beta ✭✭✭✭✭
    Thanks for letting us know.  Yes, sometimes "old school" is the best solution!

    Quicken Classic Premier (US) Subscription: R65.15 on Windows 11 Home

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