Home Quicken for Windows Budgeting and Planning Tools (Windows)

Asset account not showing up for Transfer In for budget

I have a home loan that escrows my taxes & insurance. I have the escrow account set up as an Asset. I recently refinanced and wanted to reflect the old and new accounts in my budget. However, the old escrow account is not listed in the account list for Transfer In, although it is for Transfer Out. The new account is in both, and as far as I can tell it's set up in the same way. How can I get the old account to show up?

Answers

  • Quicken_NatalieQuicken_Natalie Moderator mod
    edited July 12
    Hello @don.kostello,

    Thank you for taking the time to share this issue with the Community, although I apologize that you have not yet received a response.

    It seems that the Community may need a bit more information to be able to further assist. Please take a moment to review the information available here and post back to let us know what version/release of Quicken you're using.

    The more information you can provide regarding this issue will help the Community to better understand and assist.

    Thank you,

    Quicken Natalie

     
  • don.kostellodon.kostello Member ✭✭
    I am using Quicken Premier for Windows R27.28 build 27.1.27.28
  • Quicken_NatalieQuicken_Natalie Moderator mod
    edited July 12
    Hello @don.kostello,

    Thank you for posting back with the requested information!

    To better understand, would you mind clarifying if this issue occurs when selecting accounts for your budget, or when selecting categories?

    I'd suggest also taking a look at the information outlined here and here for more details on budgeting, as well as "transfers", in Quicken for Windows.

    Please let us know if this helps to resolve this matter for you!

    Thank you,

    Quicken Natalie

     
Sign In or Register to comment.