Current on R15.1, Build 26.1.15.5 and trying to use the LifeYield Tax Optimizer for the first time. After clicking the get started button, Quicken opens a dialog box with the criteria and status of my Quicken. In that, it shows that I have checkmarks in all positions except "target allocation" set. So I returned to "allocations and set the target to the percentages I want. Returning to the optimizer, it again shows no target set. How do I set an allocation that the optimizer accepts? R. Wink
- posted
6 years ago