Retirement Planner Problem

I just installed/upgraded to Premier 2008 and am noticing an issue in the Retirement Planner. Under the Investments section, it is not showing my wife's 403(b) account. I have selected the check mark to show excluded accounts and it is not there.

I also read some previous posts in this group that suggest checking account settings, etc. Nothing seems to make it show up. The account shows up fine in all other areas of the Quicken Program and it correctly shows that it is a 401(k)/403(b) account type.

The only thing that sets this one apart from other accounts is that it is not available for online access since it is through AIG Valic.

Is this is a known bug? Is there a known workaround I might try?

Thanks for any help anyone can offer.

Jeff

Reply to
Jeff
Loading thread data ...

I don't use the retirement planner, so I wasn't going to respond, thinking others would have better insights than I. But, since no one else piped up ....

If what you're seeing is a bug, I don't think it's as straightforward as your description.

We have one 401(k) here, and it appears in my Retirement Planner.

I also created a new 401(k)/403(b) account in a test file, and it appeared in the Retirement Planner.

I don't believe online access is involved; neither of the two aforementioned accounts have online access.

I don't know how long you have had the 403(b) account and in how many earlier versions of Quicken, but it is possible that something about the way it was originally created (at one time there were no 401k/403b Quicken accounts, you just used a tax-deferred investment account), and/or something about the conversion process(es) that is preventing Quicken from recognizing the account for the retirement planner.

You could do a little testing to gather some more info. Backup. Then add a new 401k/403b account to your Quicken file and see if that account appears in the retirement planner. If it does, I suspect conversion problems. If it doesn't appear, try creating a New Quicken file, and adding a 403b account, then checking the retirement planner. If that account appears in the planner, I'd suspect some Quicken file corruption ... possibly fixed by Validating a Quicken Copy of your data.

If nothing gets the existing account recognized by the planner, but new accounts are recognized, you could consider creating a new account and exporting the old account to a qif file, then importing that to the new account. This could get problematic if you have paycheck deductions (transfers) to the 403b account, but it wouldn't hurt to try.

Reply to
John Pollard

I ended up creating a new 403(b) account, confirmed that it did show up in the Planner and then proceeded to cut and paste all of the transactions from the old to the new account.

I haven't been successful at qif import for investment accounts. Is there a good source for how to do this?

Thanks for your response.

Jeff

Reply to
Jeff

formatting link

Reply to
John Pollard

No, at least not for Q2008.

You may have more success if you add a fifth new line to the beginning of the QIF file: a "!Type:" line with the same value for type that appears in the "T" line that preceeds it.

Like this (where "MyAccount" is the EXACT name of your Quicken account and "Invst" is just for investment accounts):

!Account NMyAccount TInvst ^ !Type:Invst

Reply to
John Pollard

BeanSmart website is not affiliated with any of the manufacturers or service providers discussed here. All logos and trade names are the property of their respective owners.