Fix Validate/Repair Messing Up Tax Planner

recursor1
recursor1 Quicken Windows Subscription Member ✭✭✭
edited November 30 in Budget and Planning Tools

I've started to realise most of the issues I have with Quicken are just existing bugs that are better reported here for fixing than in the errors/troubleshooting section. So here we go.

When I do a validate/repair in Quicken for Windows, it notifies me in the logs that an issue with my paycheck has been corrected. There is no issue with my paycheck, and when I look at the paycheck it is fine. But when I go to the tax planner, suddenly my numbers are wrong. My tax due decreases. Turns out, the capital gains I owe disappear after the the validate/repair. This happens for both regular validate and super validate. Then, if I click into the edit screen for one of my paychecks, click done, then return to the tax planner, my capital gains are back, and my tax due is correct.

Also, I can't just validate and repair then click edit in the paycheck. I first have to go to the tax center, then go back to edit the paycheck. If I just edit the paycheck right away, the tax planner will remain incorrect. Please fix this. It's really annoying.

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 30

    @recursor1 This is excellent sleuthing!

    When you say the capital gains are gone, what exactly has happened?

    If you click on the capital gains line in the Tax Planner and look at the section at the bottom, has the setting changed from Quicken data to User entered with a value of zero, or is it something else?

    QWin Premier subscription
  • recursor1
    recursor1 Quicken Windows Subscription Member ✭✭✭
    edited December 1
    https://community.quicken.com/discussion/comment/20525097#Comment_20525097

    Similar to the paycheck, there is nothing wrong once you go click on the tax planner where you can edit it. It is the display in the tax center after validate that seems to become bugged. The capital gains link disappears, as if I haven't had any capital gains this year, and all the other numbers become wrong as a result. The total capital gains are still in the taxable income ytd card below the tax planner card too, and seem correct. It's just the tax planner card that becomes bugged.

  • recursor1
    recursor1 Quicken Windows Subscription Member ✭✭✭

    @Jim_Harman , also just noticed that the projected tax card corrects if you merely open the tax planner. In other words, something is not correctly being displayed in the card until a recalculation occurs. That's why editing the paycheck fixes it. It triggers a recalculation.

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