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retirement planner question

Quicken Deluxe 2006 Retirement planner does a reasonable job of showing graphically how your accounts will grow over time till retirement based on your settings. Is there a built in tool that will show how the reality of your funds growth matches, under or over performs what Q had predicted them to grow to - say 5 years ago?

I believe Q constantly updates the "starting amounts" so that it is always calculating and predicting from a starting point of your present account balances. If so there is no way of determining through Q itself how closely its past predictions match what actually happened.

I hope I am clear.

Jeff

Reply to
Jeff
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You are clear and I have never found a function like the one you are requesting. I'd like it too. I do have a printout from a projection several years ago, but I never think to look at it. It wold be nice to be able to save projections at various times and then compare them to the current situation.

Bernie

Reply to
Bernie

Aren't those pretty much *your* "predictions", rather than Quicken's?

Anyway, as a workaround, perhaps you could try this. Choose a convenient interval that would permit you to make the comparisons you desire - say 1 year. Plan to make "extra" Quicken backups to a special "comparison" folder every "interval". When you make the backup, open it, and remove the Scheduled Transactions, and deactivate everything for downloading, including quotes. You could even put a password on all the existing transactions so they couldn't be modified.

Then when you wanted to do a comparison, you could open the appropriate "special" Quicken backup and note the plan values.

Reply to
John Pollard

Yes they are but using Quicken as a tool .....

That is the work around I figured out for myself. I just wondered - since Quicken keeps the data on past transactions, etc - it would as a really nice feature if it also kept track of the projections it had calculated for me using "my" (or Quicken's default) assumptions. Apparently it does not. Maybe sometime in the future. Should not be a real hard feature to implement.

Thanks.

Jeff

Reply to
Jeff

All the Quicken Planners seem to me to be quite old. They also look like they might have been purchased by Intuit ... meaning code not very amenable to change, something not uncommon to such an arrangement.

There have been quite a few suggestions about improvements to the planners here; hopefully you, and others, with the ideas, are posting the suggestions at Intuit's Quicken support site. The Quicken Planners might be overdue for rewrite,

Reply to
John Pollard

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