Problem Estimating Living Expenses in Retirement Planner

Posted by Steve on May 8, 2006, 1:14 am

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In Q 2003 I could select specific expense categories in retirement planner
to use in estimating my retirement expenses. I would periodically
re-calculate my retirement expenses using the same categories with an
updated date range. Q 2003 would save my selected categories so all I
needed to do was change the date range.

I recently upgraded to Q 2006. Q 2006 does not save my selected categories,
but includes all expense categories every time I go to re-calculate my
retirement expenses. This is a problem for me since it takes me 30 minutes
to re-select the appropriate categories.

Has anyone else experienced this problem? Does anyone have a solution?

Posted by Carl on May 8, 2006, 9:20 am

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> In Q 2003 I could select specific expense categories in retirement planner

> to use in estimating my retirement expenses. I would periodically

> re-calculate my retirement expenses using the same categories with an

> updated date range. Q 2003 would save my selected categories so all I

> needed to do was change the date range.

> I recently upgraded to Q 2006. Q 2006 does not save my selected

> categories, but includes all expense categories every time I go to

> re-calculate my retirement expenses. This is a problem for me since it

> takes me 30 minutes to re-select the appropriate categories.

> Has anyone else experienced this problem? Does anyone have a solution?

Excel

Posted by Howard on May 8, 2006, 11:18 am

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You are not alone I also experienced this.

What I do is have a separate report that I select appropriate
categories and the time period I wish and then use this to estimate
annual expenses, then I just enter the total amount into the retirement
planner.

Steve wrote:

> In Q 2003 I could select specific expense categories in retirement planner

> to use in estimating my retirement expenses. I would periodically

> re-calculate my retirement expenses using the same categories with an

> updated date range. Q 2003 would save my selected categories so all I

> needed to do was change the date range.

> I recently upgraded to Q 2006. Q 2006 does not save my selected categories,

> but includes all expense categories every time I go to re-calculate my

> retirement expenses. This is a problem for me since it takes me 30 minutes

> to re-select the appropriate categories.

> Has anyone else experienced this problem? Does anyone have a solution?