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Lifetime Planner and hidden investment accounts

Ed Mooney

I'm running Classic Business & Personal R62.16 on Windows 10 Enterprise. When I click "Change Assumptions" → "Investments" → "Edit" → "Show excluded account" in the Lifetime Planner, Quicken displays accounts I've marked "Hidden" in the Account List. After I exclude these accounts from the plan, they still show up in the list that appears after I click "Done".

I think it's problematic for the Lifetime Planner to offer to include hidden accounts, especially if they are also marked "Keep this account separate - account will be excluded from Quicken reports and features" in the Account List, as mine are. I think it's wrong for Lifetime Planner to show them as part of the plan after they've been marked "Exclude from plan" (Lifetime Planner does seem to exclude them).

I noticed this behavior today following an update. I am not sure if that's coincidence or causality.

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Comments

Quicken Jasmine

Hello @Ed Mooney,

Thank you for reaching out.

Just to clarify, have you noticed if this behavior only started after a recent update, or has it been ongoing for some time? When you mark accounts as "Hidden" or "Keep this account separate" in the Account List, do you see them excluded from other areas of Quicken, or is it just within the Lifetime Planner? Also, do you see any discrepancies or unusual behavior with the account exclusions in other reports or features?

Let me know what you find!

Chris_QPW

I would say it shows Lifetime Planner's age and lack of support.

Basically, Lifetime Planner has its own system for excluding accounts. You select the account you want to exclude and then select this check box:

But even so there seems to be a bug in it.

I see accounts that show on the main list that don't show in the above dialog. When I select "Show excluded account:

If I select "Show excluded account" they show up, but aren't greyed out, meaning that they weren't excluded and as such should have shown up in the dialog above

Chris_QPW

Note that in the Savings account list I was able to show them with "Show excluded account" and then select "Excluded from plan" to clean up the main list, but this didn't work for the Investments list. Even with them selected as "Exclude from plan" they show up in the main list.

Lifetime planner has a lot of bugs in it and isn't properly maintained.

Ed Mooney

@Quicken Jasmine:

I noticed this behavior following an update today, to R62.16. I don't remember this behavior prior to today. This was the first time I used Lifetime Planner in weeks. R62.14, which also came out in April, includes tweaks to Tax Planner and Lifetime Planner.

Lifetime Planner is the only area of Quicken that doesn't exclude Hidden accounts, that I've noticed. I haven't noticed discrepancies in features other than Lifetime Planner.

Ed Mooney

Correction: Release R61.16 (US Versions, February 2025) tweaked Lifetime Planner.

Quicken Jasmine

https://community.quicken.com/discussion/comment/20486083#Comment_20486083

Hello @Ed Mooney,

Were you able to review @Chris_QPW's advice at all?

Let me know if you still need assistance!

Ed Mooney

I reported the problem to Quicken.

Quicken Jasmine

Hello @Ed Mooney,

Thanks for following up!

Did you contact Quicken Support or use the "Report a Problem" feature?

Let me know!

Ed Mooney

I used "Report a problem…"

Quicken Jasmine

https://community.quicken.com/discussion/comment/20486577#Comment_20486577

Thanks for confirming!

While submitting a problem report provides the logs that our support agents will need to escalate, they are unable to proceed with escalation unless they have you live on the phone or chat with them. Submitting a problem report without contacting support will only be used for tracking and investigative purposes when there is a widespread issue. As stated at the top of the problem report submission screen, you will not receive a direct response when submitting.

Thanks!