Loan summary - hide closed loans

l0
l0 Member ✭✭
in Reports (Windows)
Under "My Money"--->"Customize"--->"Property & Debt"--->"Loan Summary" a summary of loans can be added to the "Home/My Money" screen. However, the Loan Summary includes paid off loans or closed loans with zero balance.

How can the closed loans be hidden?

Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭
    You can't change what it shows.
    Signature:
    This is my website: http://www.quicknperlwiz.com/
  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited October 2020
    I suggest you open the closed loan, press Ctrl + Shift + E, select the Display Options tab, check Keep their account separate, and select OK.  You my need to exit and open Quicken or remove and add the Loan Summary item in the Home view to see the effect of the change.
  • l0
    l0 Member ✭✭
    Turning on and off the display options of the closed loan accounts has no effect on Loan Summary: the closed loan accounts still show up.

    I have Quicken Premier on Win10, and I am using the latest update (R29.16).

    It seems that the fix should be easy.

    Any response from Quicken please?
  • Sherlock
    Sherlock Quicken Windows Subscription Member ✭✭✭✭
    edited October 2020
    l0 said:
    Turning on and off the display options of the closed loan accounts has no effect on Loan Summary: the closed loan accounts still show up.

    I have Quicken Premier on Win10, and I am using the latest update (R29.16).

    It seems that the fix should be easy.

    Any response from Quicken please?
    If the issue persists when you have check Keep their account separate, I suggest you perform the Copy and Validate as described in: https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

    If you want a response from Quicken Support, I suggest you contact Quicken Support: https://www.quicken.com/support/quicken-support-options
  • l0
    l0 Member ✭✭
    The accounts were marked as "Keep this account separate" and "Hide account name..." under the "Display Options". Again, the accounts are closed.

    The "Copy and Validate" had no effect.

    If this was the intended functionality, i.e., to list even closed accounts in the Loan Summary, it makes little sense.

    If this was not the intended functionality, it looks like a bug to me.
  • Quicken_Tyka
    Quicken_Tyka Alumni ✭✭✭✭
    Hello @l0

    Thank you for taking the time to visit the Community to report this issue.

    If you haven't done so already, please open Quicken and navigate to Help > Report a Problem to submit a report to help contribute to the research of this issue.

     This report will not receive a direct response but will give our teams more information to investigate.

    -Quicken Tyka
    ~~~***~~~
  • dudleysk
    dudleysk Quicken Windows Subscription Member ✭✭
    VERY annoying issue!!!  Please fix this!!
This discussion has been closed.

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