The Tax Planner doesn't use the changed "next instance" for schedule reminders

Chris_QPW

I changed the next instance of an estimated taxes reminder from $3,700 to $0. In the Bill and Income Reminders:

In the Tax Planner:

Quicken Kristina

Hello @Chris_QPW,

I was able to replicate this issue and forwarded it to the proper channels to be further investigated. I can see that you already submitted logs for this issue.

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.    

(CBT-515)

Chris_QPW

Thank you @Quicken Kristina !

Boatnmaniac

I have noticed this issue many times over many years. It happens every time when making a change to the next instance of a recurring Reminder. It is not a hit-or-miss random issue.

If I then decide to keep the edited instance and enter it into the account register, then the change will be properly captured in Tax Planner.

BTW, the edited next instance of the Recurring Reminder will be properly reflected in account registers when they are set to show Reminders.

I know I reported this issue many years ago but haven't followed up on it since then. For me it is usually only an issue from mid-Dec through mid-Feb when finalizing plans for end of year taxes, IRA distributions and Roth IRA Conversions which is then followed by budgetary planning for the next year and then followed by tax returns. By the time I get through all of this I tend to forget about this issue until the next Dec when that planning and reporting process starts all over, again.

Quicken Kristina

Thank you for your reply and the additional information,

I observed the same behavior when I replicated the issue in my Quicken. I noticed this happens with recurring reminders only. When I created a one-time reminder and updated it, the new amount updated in the Tax Planner.

Thank you!

Boatnmaniac

When I created a one-time reminder and updated it, the new amount updated in the Tax Planner.

I, too, have noticed this issue only happens with recurring Reminders, not one-time reminders.