nav[aria-label="Primary Navigation"] { padding: 0; & ul { list-style: none; width: 100%; display: flex; flex-direction: row; justify-content: start; align-items: start; gap: 30px; padding: 0; & li { margin: 0; } & ul li { list-style: none; } } }

Tax Planner Defaulting to Estimate or No Projected Amount

Tammy Van Buren

Whenever I use tax planner, the amounts are defaulting to either Estimate Based on YTD Daily Average or No Projected Amount. I have to change these settings every time I use the this function. I originally thought it was due to the start of the year, but it hasn't changed. It does not save even when the file is backed up. Also, my scheduled income transactions are still defaulting to $0.00 until I access them, and then after the transaction is opened, I just hit enter, and it corrects itself for that session only.

Fidelity 401(k) prices are still not updating, and I have to update them manually.

I have installed the patch, validated and super validated, submitted problem reports, and nothing seems to fix these issues.

What is going on, and when is all of this going to get corrected?

[Edited - Readability]

Find more posts tagged with

Investments

Windows

Tax Planner

Bills & Income

Comments

Quicken Kristina

Hello @Tammy Van Buren,

Thank you for sharing your experience. To clarify, are you wanting the Tax Planner to be based on Scheduled Bills and Deposits, but it keeps changing to one of the other two options? If that is what is happening, is there anything that seems to trigger this behavior, such as running One Step Update, syncing with the cloud, and/or closing and reopening Quicken?

The income reminders changing to 0.00 until you access them might be a known issue (CTP-15510). Does this happen after you run One Step Update?

I look forward to your response!

Jim_Harman

@Tammy Van Buren I have observed that if the Tax Planner settings are not sticky, doing a File > Validate and repair file with the Validate option selected will report that it corrected a scheduled transaction.

After that, hopefully the Tax Planner settings will be saved properly.

Always back up your data file before doing a Validate and Repair, just in case it makes things worse.

Please let us know if that fixes it for you.

Tammy Van Buren

I have validated and repaired this file weekly and nothing changes. I still have to go in and change the settings when I reopen the file

Tammy Van Buren

@Quicken Kristina, I change the settings to scheduled bills and deposits. The nest time I reopen the file, the settings did not save, and I have to correct them again. I am honestly very frustrated. I have been using Quicken for over 20 years and have never had so many issues. For the last 3-4 months I have had more issues than I have had in the entire time I have been using the program..

Validating, super validating, reinstalling the latest patch - none of it solves anything. I have submitted several problem reports. Nothing seems to be getting fixed.

markus1957

https://community.quicken.com/discussion/comment/20538146#Comment_20538146

Each time you run OSU, Cloud Sync will potentially re-corrupt the reminders you repaired using validate or deleted/replaced. If you do not use the mobile or web app or if you would rather stop using Sync to keep your file stable and intact you should turn it off. Note that even if it is now Off, if you did not perform Steps 1 & 2 below, some syncing will still take place even with the preference set to Off.

Before you turn off mobile sync,

deselect cloud sync from OSU settings.
deselect all accounts from mobile sync.
Then turn off Sync in preferences.
Next super-validate your file.
Check the Income reminders that showed $0. If they still show zero, delete and re-enter them.
Run super-validate again and again until you don't get any "fixed damaged reminders" notes in the log.
If you can't get a clean super-validate, you will need to delete and re-enter the problem reminders. The problem reminders will be the ones causing issues in Tax Planner.
Use the Reset Tax Planner to default behavior in the tax planner menu. Step thru the planner to make sure the projection options are as you desire. If not, change them and they should stick. If they do not stick, it is because that section contains a corrupt reminder.

A few of us have been trying to get Quicken to engage in a dialogue to fix the issue with Cloud Sync corrupting reminders that contain splits, but as yet have been unsuccessful getting their attention.

petermartin1950

https://community.quicken.com/discussion/7971164/tax-planner-defaulting-to-estimate-or-no-projected-amount

I frankly don't know what it will take for Quicken to address the Tax Planner/ Sync / Split transaction corruption of the data several subscribers have been documenting.

Tammy Van Buren

@markus1957 Thanks for the tip about tax planner. I did reset it and it seems to have corrected the issue. I don't use cloud sync, so that isn't causing any issues for me. The issue seems to reappear when I open the file the next day. Super Validation does not show any corrupt transactions, and hasn't in the past. I will have to see what happens when I reopen the file tomorrow.

Thanks again!

Tammy Van Buren

@markus1957 - It worked! I hope this is for good, and not a fluke :)

Now if they can just fix the issue with Fidelity 401(k) accounts….