Tax Planner and Income reminders incorrect

Tammy Van Buren
Tammy Van Buren Member ✭✭✭✭
in Budgeting and Planning Tools (Windows)

Tax Planner does not allow you to choose scheduled transactions again. It used YTD daily average and since there are only 2 days in 2026, the numbers are WAY off.

Also, my memorized paychecks are not populating. When you look at bills and income, the amounts as income are now all $0.00. I, still, have to go into the transaction in the bills and income section, open the item as though I am going to edit it. I make no changes and hit enter, and the amount populates for all future transactions. The next time I open Quicken I have to do the same thing all over again. This used to populate correctly.

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Comments

  • markus1957
    markus1957 Quicken Windows Subscription SuperUser, Windows Beta Beta

    This tax planner behavior indicates the reminders that do not report to the planner are corrupted. Uncorrupted reminders will report to the planner.

    There are many user reports that after a recent version update, reminders have been getting scrambled and corrupted during One Step Update. Paychecks were also affected as they are just a special case reminder.

    A file validation or super-validation can fix some of the corrupted reminders. One Step Update with cloud sync can re-corrupt the reminders, so getting them permanently corrected can be challenging.

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