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

System
System Member admin
edited May 2022 in Budgeting and Planning Tools (Windows)
This discussion was created from comments split from: Lifetime Planner Bug and Idea List - Make Yourself Heard!.

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  • davidca
    davidca Quicken Windows Subscription 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,

    Sarah
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