Can't update or print current Lifetime Planning report
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.
Best Answer
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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.
Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
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Answers
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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.
Quicken user since version 2 for DOS, now using QWin Biz & Personal Subscription (US) on Win10 Pro.
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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
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