Tax Planner doesn't use "next instance" value in scheduled transactions

Chris_QPW

I have noticed this in the Estimated Taxes area, but I'm pretty sure this bug is in everywhere in the tax planner. Say you have a scheduled reminder for $250 for the estimated taxes, and then you override the last amount to a different value. The Tax Planner will still use the $250 and not the overridden value.

Rocket J Squirrel

I don't see this. If I change the amount on the final estimated tax payment, my Tax Planner uses it.

Maybe I'm unclear on what you mean by "override"?

Chris_QPW

Well, this what I get:

Reminder:

Tax Planner (Corrected to select the scheduled, but no real change):

Chris_QPW

Note that if I were to change all future reminders to $1000 then it would change. I'm talking about the overriding of just the next instance.

Rocket J Squirrel

I think it depends how you do it.

If I double-click the final scheduled estimate in the tax planner details window and change the amount in the resulting dialog, the new value is used.

If I instead go directly to the reminders list and edit the reminder there, I agree the new value doesn't get into tax planner.

Quicken Kristina

Hello All,

Thank you for taking the time to visit the Community to report this issue, though we apologize that you are experiencing this.

We have forwarded this issue to the proper channels to have this further investigated. In the meantime, we request that you please navigate to Help > Report a problem and submit a problem report with log files attached and (if you are willing) a sanitized copy of your data file in order to contribute to the investigation.

While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.

We apologize for any inconvenience!

Thank you.    

Chris_QPW

https://community.quicken.com/discussion/comment/20406643#Comment_20406643

What you did, changed all of the future reminder instances. I want to only change the next instance.

@Quicken Kristina I have submitted a problem report.

Rocket J Squirrel

You are correct, sir. I see it now.

markus1957

I'm sure you know the work around but for others who maybe don't, enter the reminder (leaving the date as scheduled) and change the amount in the pop-up window or the account register transaction. Entering the reminder early (with the future payment date as scheduled) is also helpful for projecting next year's cash flow by allowing a new value to be entered for 2024 estimated taxes.

Chris_QPW

There are multiple workarounds. What you suggested @markus1957, and what I actually did is select No Projected Amount, and then in the Adjustment field put in the right amount. You could also, leave it at Scheduled and just change the Adjustment to be the difference between the old amount and the new one. You could also just do what @Rocket J Squirrel did and change for all the future reminders and then remember to change it back on the next one.