Lifetime Planner discrepancy with investment accounts

IzzyPWD

I was looking at the printed assumptions from my Lifetime Planner in Quicken Classic. I was surprised to see investment accounts that I have not included in the Lifetime Planner. It is picking them up from the account list.

There are only three accounts that I have selected to be part of my Lifetime Planner. You can see the three below that should be included when I click on edit “Investments”.

However, when I print the Lifetime Planner assumptions or just look at them without clicking “edit”, it includes three additional accounts: DSB 403b, John Hancock Non-Qualified Plan, and ML Total Historical Growth. All of these accounts are in the “Separate” section of the Account Lists and also aren’t chosen to be included above.

I want to make sure that none of these account values are being used to calculate retirement income.

There is clearly some kind of a glitch in the program.

Thanks

[Edited - Readability]

Quicken Kristina

Hello @IzzyPWD,

Thank you for letting us know about this issue. I see the same thing in my Quicken. I forwarded the issue to the proper channels for further investigation and resolution. If you would like to contribute to the investigation, please navigate to Help>Report a Problem and send a problem report with log files attached.

Thank you!

(CTP-14999)