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FAQ: How do I convert a loan account that automatically downloads transactions, to a manual entry/sc
Updated, UKR, 5/2021
- It's my understanding that effective with
Quicken Windows 2018+
you can deactivate an online-connected loan account and regain full control over your transaction register. However, you should still review the Scheduled Reminder (or Memorized Payee List entry) associated with the monthly loan payments to ensure they now transfer Principal to the loan account register and not to a Category.
- If that doesn't work for you or if you use an older Quicken version please read and follow the instructions in the remainder of this discussion.
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