Q06, using Planning feature with Var life accounts

Feb 13, 2006 0 Replies

I'm running Q06 Premier. Two years ago my wife and I started variable life insurance accounts. I wasn't sure if I should create them as an asset account, and investment account with each individual little investment tracked, or an investment account with some bogus investment I create for each account. I posted and found most people used an asset account because it's easier. I agreed so that's what I did.



Now I'm trying to set up my plan to see how things are going to work out but the plan tool doesn't seem to allow me to show me contributing to the value of thse assets on a regular basis. In terms of planning, these are definitely investment accounts. Is there a reasonable way to get the plan to work with the way I have these accounts set up, or do I need to rework them as investment accounts so the rest of Quicken uses them properly?



Cheers, Scott


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