Home Quicken for Windows Budgeting and Planning Tools (Windows)

Tax planner mortgage interest won't use scheduled transactions

Quicken for Windows R26.23 build 27.1.26.23

When I use the Tax Planner to select "scheduled bills and deposits" for "Mortgage and Other Deductible Interest", it allows this and displays the correct projected amount, annual total, and refund due. But when I select a different page (i.e. Adjustments, Exemptions) or close the tax planner, and then re-select the "deductions" page, it switches back to "Estimate Based on YTD Daily Average". I can't get it to stay on Scheduled bills and deposits.

This seems to be the only item this happens to. Other items work as expected.

Obviously I can work around this bug by accepting the estimate and adding an adjustment, but then I have to keep adjusting the adjustment through the year. Using the Scheduled Bills would be much better.

Answers

This discussion has been closed.