Setting up loan for planned home purchase - how to choose specific accounts to fund the down payment

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This discussion was created from comments split from: Lifetime Planner Bug and Idea List - Make Yourself Heard!.


  • davidca
    davidca Member ✭✭
    When setting up a planned home purchase and associated loan information, I cannot find a way to use choose specific accounts to fund the down payment. I am trying to use an existing savings account and 401k account but no matter how I change various parameters on these they will not show up in the Choose Accounts dialog for the down payment.
  • Quicken Sarah
    Quicken Sarah Alumni ✭✭✭✭
    Hello @davidca

    Thank you for taking the time to share your question with the community, although I apologize that you have not yet received a response.

    If you haven't already, I would recommend reviewing the information and steps available here and here.

    Please let us know if this helps with establishing the loan account information or if there are further questions/concerns the community may assist with.

    Thank you,

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