What are the steps to set up a mortgage in Quicken Windows?

How do I set up a Mortgage in Quicken?

Best Answer

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Accepted Answer
    Tools > Add Account > Loan

    Although Quicken does have the ability to connect with various financial institutions in order to download mortgage information many aspects of Quicken's implementation of this feature have proven to be problematic.  I'd suggest instead clicking the "manual loan account" link and setting the loan up as a manual loan.  Selecting that link starts a Quicken "loan wizard" that should walk you through the process.

Answers

  • Tom Young
    Tom Young SuperUser ✭✭✭✭✭
    Accepted Answer
    Tools > Add Account > Loan

    Although Quicken does have the ability to connect with various financial institutions in order to download mortgage information many aspects of Quicken's implementation of this feature have proven to be problematic.  I'd suggest instead clicking the "manual loan account" link and setting the loan up as a manual loan.  Selecting that link starts a Quicken "loan wizard" that should walk you through the process.

  • UKR
    UKR SuperUser ✭✭✭✭✭

    Are you new to Quicken for Windows?

    Welcome.
    Please read this for more information, some videos and a list of resources to help familiarize yourself with Quicken:
    https://www.quicken.com/quicken-tips
    https://www.quicken.com/complete-guide-getting-started-quicken-2018-windows

     

    Help! (Quicken for Windows)

    If you're unsure on how to do something, you can find more information about a specific task, function, feature or report in Quicken Help.
    To access Quicken Help simply press the F1 key from anywhere in Quicken (or click Help in the Menu bar, then click Quicken Help).
    Use the Contents tab to see the available books in Quicken Help. Click on one of the books to open it. Click on a chapter to drill down to more details.
    Or use the Search tab to search using keywords, e.g., "buy security".
    Some Quicken view screens may have a blue (or yellow) button with a question mark. Click it to get view - specific help.


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