Best way to record Mortgage Payments in QMac 2019?

Question

Hey gang-

Quicken Mac user since the 90s.  Made the plunge this week from Quicken Mac 2007 to Quicken Mac Premier 2019.   All in all it's gone well.

But I am stumped as to how to record a Mortgage payment.   QMac 2019 remembers my Quickfill split transaction from QMac 2007 which is great.   But when I enter it in my Checking Register, it is not credited in my Mortgage Payment schedule.   In fact, what it does as shows the entire thing as an Extra Principal payment.

I checked the Categories in the split transaction and they appear correct for Mortage Interest, [Mortgage] principal, property tax, and insurance.

Is there a better way to initiate a Mortgage payment- perhaps from the Mortgage pane itself?

This was so simple in QMac 2007 I'm sure I'm just looking at it backward or something LOL!

Thanks!

Quicken_Tyka · Accepted Answer

Hello Dave,

Sorry, you haven't received a response.

Try going to the loan account and selecting "Edit Loan and Payment Terms"

Then select Bill Reminder and choose the account in Quicken that will be making the mortgage payment.

Then choose "Detailed Reminder" then click save.

This will create a reminder that shows the payment details and reflect payment on the loan account.

In the image below, the highlight transaction is the reminder that has been created from the loan and payment terms page.

Below is a standard reminder created from the checking account.

Let me know how it goes!

-Quicken Tyka

Quicken_Tyka · Accepted Answer

Hooray!

Thank you for taking the time to let us know that this corrected the problem. I also want to thank you for including the category issue that also came up and what the fix was as someone else may encounter the same problem and will hopefully be able to find the solution here on the community.

-Quicken Tyka