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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
Loan Payment not showing up in "actual" column in budget
h stansfield
I'm using the 'detailed loan payment' category in budget, and my mortgage payment is not showing up in the "actual" column. I'm paying it using my bank's autopay service, where the bank cuts a check and mails it to the receiving bank. I have it set up as a scheduled transaction.
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Accepted answers
David Christopher
Is your scheduled transaction Categorized. Like so much to the mortgage loan, so much to escrow accounts and so much to Interest? If so, those are the categories you need in your Budget. Look at the scheduled transaction and write down the Category and how much goes to each one, then go to budget screen and select those categories, then put the amounts in the Budget column.
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David Christopher
Is your scheduled transaction Categorized. Like so much to the mortgage loan, so much to escrow accounts and so much to Interest? If so, those are the categories you need in your Budget. Look at the scheduled transaction and write down the Category and how much goes to each one, then go to budget screen and select those categories, then put the amounts in the Budget column.
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