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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!.

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davidca

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

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,

Sarah