Problem Estimating Living Expenses in Retirement Planner

May 08, 2006 2 Replies

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?


You are not alone I also experienced this.

What I do is have a separate report that I select appr> In Q 2003 I could select specific expense categories in retirement planner

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