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Quicken Classic for Windows
Budgeting and Planning Tools (Windows)
how to set up mortgage payment to include principal, interest, and transfer from checking to loan?
John Bender
I enter my mortgage payments as principal and interest and that takes care of my loan. but nothing shows up in the budget categories for principal and interest. how do I do both?
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Sherlock
We may include loan payments in a budget by checking the appropriate loan: select
Manage Budget Categories
and
Detailed Loan Payments
We may include loan interest payments in a budget by checking the appropriate interest category: select
Manage Budget Categories
We may include the loan principal in a budget by checking the appropriate transfer to the loan account: select
Manage Budget Categories
and
Transfers Out
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Sherlock
We may include loan payments in a budget by checking the appropriate loan: select
Manage Budget Categories
and
Detailed Loan Payments
We may include loan interest payments in a budget by checking the appropriate interest category: select
Manage Budget Categories
We may include the loan principal in a budget by checking the appropriate transfer to the loan account: select
Manage Budget Categories
and
Transfers Out
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