Quicken cannot set up a new loan (refinance) on-line so that I can reconcile my now paid off mortagage which is in Quicken.
Quicken gets confused connecting to my bank. Using the same login ID and password that I give Quicken, I can connect to the bank from the bank's login page. I have been able to connect to the bank in the past using Quicken to update my original morgage loan.
So I tried creating the new loan manually but Quicken has a screen "Loan Payment Reminder" that demands a "From account". I pay by check but not from a Quicken account and I do not use Quicken for my checking account. I created a new 'house' account but Quicken doesn't let me choose that for loan reminder page.
I had no problem creating a new loan in Quicken several years ago.
> @Sherlock said:
> I suggest you allow Quicken to create the Loan Payment Reminder ...
I am trying to create a new mortgage loan account. The Add Loan Account form seems to be hung at the Loan Payment Reminder step.
I opened Add Loan Account. I got as far as the "Loan Payment Reminder" step. I filled out the Reminder form, clicked Next, the form closed. I clicked Next on the New Account form to proceed to the next step of linking the liability to an asset and creating the account. Instead, the form opened a new Reminder form. Ad infinitum. Any ideas for a workaround?
QRPM 2020 Ver: 26.23 Build: 22.214.171.124 OS: Win10 on a Dell XPS 2720. User since 2004.