Why do my IRAs not show up in plan assumptions in the Lifetime Planner?

System
System Member admin
edited April 24 in Budgeting and Planning Tools (Windows)

This discussion was created from comments split from:

Add Lifetime/Retirement Planner to Quicken Mac (70 Legacy Votes)

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  • rennyorg
    rennyorg Quicken Windows 2017 Member
    edited April 24

    In Quicken Classic Deluxe, I have two IRA's listed as "retirement" accounts. Why don't they show up in my plan assumptions in the Lifetime Planner tab?

    [Edited - Readability]

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    WHERE are they not showing (where do you expect, but don't see, them)?

    Because in my Planner, the sum of those balances show in both the Account Balances graph and the "Plan Assumptions / Savings and Investments" line

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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