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Subject Author Date
Retirement Planner CK 03-15-2007
Posted by CK on March 15, 2007, 12:14 pm
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I am using the Quicken 2007 R4 Retirement Planner. I open the Living
Expenses Category Detail window and deselect unwanted categories and change
some of the monthly amounts. After exiting the window, the correct new
total for expenses is shown in the program. However, when I later go back
to the Category Detail window, all the accounts and monthly amounts have
been reset to the original state. I have to redo all the changes or the
original total will be used in the program after closing the window. Does
anyone know if there is a fix for this?



Posted by Howard on March 15, 2007, 8:25 pm
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I use 2005 and have found the same problem. The workaround seems to
be to use the Category Detail window to get your revised Living
Expense amount. Then enter the revised amount as the Rough Estimate.
Then each time you use the Planner the Rough Estimate remains.

Think about it. If the Planner used the category Detail every time,
then each calculation would be different because you spent something.
Notice that Quicken doesn't use your actual investment return but
forces you to make the estimates, same concept. Planning is an
estimating process and the quickest way to go nuts is to have inputs
moving every time. It would have been nice if Quicken made the
concept clear.

> I am using the Quicken 2007 R4 Retirement Planner. I open the Living
> Expenses Category Detail window and deselect unwanted categories and change
> some of the monthly amounts. After exiting the window, the correct new
> total for expenses is shown in the program. However, when I later go back
> to the Category Detail window, all the accounts and monthly amounts have
> been reset to the original state. I have to redo all the changes or the
> original total will be used in the program after closing the window. Does
> anyone know if there is a fix for this?



Posted by Bartt Shelton on March 17, 2007, 11:15 am
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> I use 2005 and have found the same problem. The workaround seems to
> be to use the Category Detail window to get your revised Living
> Expense amount. Then enter the revised amount as the Rough Estimate.
> Then each time you use the Planner the Rough Estimate remains.
>
> Think about it. If the Planner used the category Detail every time,
> then each calculation would be different because you spent something.
> Notice that Quicken doesn't use your actual investment return but
> forces you to make the estimates, same concept. Planning is an
> estimating process and the quickest way to go nuts is to have inputs
> moving every time. It would have been nice if Quicken made the
> concept clear.
>
>
>
>
> > I am using the Quicken 2007 R4 Retirement Planner. I open the Living
> > Expenses Category Detail window and deselect unwanted categories and change
> > some of the monthly amounts. After exiting the window, the correct new
> > total for expenses is shown in the program. However, when I later go back
> > to the Category Detail window, all the accounts and monthly amounts have
> > been reset to the original state. I have to redo all the changes or the
> > original total will be used in the program after closing the window. Does
> > anyone know if there is a fix for this?- Hide quoted text -
>
> - Show quoted text -

This has been a gripe since at least Quicken 2002.

It allows you to specify the months you want to use, so unless you're
using a current month in your estimates, you'd hope it would be fairly
stable.

Maybe someday they'll fix it.


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