My Tax Planner is Messed Up as of 1/1/2026 ***UPDATE*** IGNORE POST-FIXED IN R65.29

mrzookie
mrzookie Member ✭✭✭✭
edited January 1 in Budgeting and Planning Tools (Windows)

THIS PROBLEM, WHICH WAS AN ISSUE WITH THE TAX PLANNER YEAR SELECTOR DROPDOWN MENU, WAS FIXED IN R65.29.

_____________________________________________________________________________________________

Quicken Classic Premier r65.17 Win 11 fully updated

I went to update some info in the tax planner today (Tax Year = 2025, Scenario = Projected) but it seems to have been updated, incorrectly.

1 - 2025 and 2026 tax years are listed in the dropdown, but I can only select 2025.

2 - Almost all info from 2025 has been zeroed out or reset.

3 - It is only offering the ability to select Quicken info from 2026 (eg, withholding and tax pmts), which are $0 at this point since there are scheduled pmts only.

It looks as if the 2025 year choice is incorrectly pointing to 2026 and as a result I don't have access to my 2025 info. I validated the file - no help there.

If this isn't corrected soon, I'll need to re-enter everything. More manual work.

Comments

  • markus1957
    markus1957 Quicken Windows Subscription SuperUser, Windows Beta Beta

    I've got all expected transactions reporting for 2026. The first time I switched back to 2025 it acted strangely so I closed Quicken and reopened it. It has been behaving since. I did have to adjust some sections to get scheduled reminders selected for projections.

  • mrzookie
    mrzookie Member ✭✭✭✭

    @markus1957 I just finished upgrading to r65.29 and that seems to have fixed the problem which was what I thought was happening. Once the dropdown was fixed, I was able to access all of my 2025 info.

    Once I confirm it's all good, I'll update the post.

    Thanks

Categories