Can't update or print current Lifetime Planning report

Barry Jedrick

Lets you update some assumptions (SSA, RMD) but not others (bank balances, etc) even when you click EDIT. Also, there is no way to print this report.

I have Windows 10 and am at current release for both that and Quicken Premier.

Rocket J Squirrel

You can't change bank balances because Quicken already knows what they are. I don't know what your "etc." means.

You can print the lifetime plan with CTRL-P as usual, but you don't get much output. Hint: with Lifetime Planner open, look in the File menu.

Rocket J Squirrel

You can't change bank balances because Quicken already knows what they are. I don't know what your "etc." means.

You can print the lifetime plan with CTRL-P as usual, but you don't get much output. Hint: with Lifetime Planner open, look in the File menu.

Scooterlam

@Barry Jedrick

Unfortunately Lifetime Planner really lacks the ability to report on results, as you probably already know!

Here are a few IDEAs that are report centric. Have a look and vote and comment on the ones you have an interest in seeing in LTP.

REPORT, PRINT AND EXPORT PLAN RESULTS - updated 01.04.22

• IDEA:   Add Plan Results Data Tables Under Plan Results Graph - added 09.03.21 
• IDEA:  Export Plan Results Graph Data to Excel
• IDEA:  Print out a Formal Report from Lifetime Planner Results