Convert to a Lending Loan Account doesn't appear in the Account Actions dropdown
heinelg
Quicken Windows Subscription Member ✭✭
I'm making loan to a family member and the quicken Help for Lender Loan describes the process except that in step 4 there is no action to convert the asset to a Lending Loan
0
Best Answer
-
I suspect you may not have created the appropriate type of asset account. I do think the instructions are a bit dated and vague on this point.
Select Tools > Add Account...
0
Answers
-
I'm using Quicken Deluxe 2020, Version R30.14, Build 27.1.30.14 with a valid membership.0
-
In step 3, you should open the asset account, press Ctrl + Shift + N, and select Convert to a Lending Loan....:
Then is step 4, you should be able to select Convert:
0 -
That option does not appear int he dropdown. Unfortunately I don't see how to attach a screenshot to demonstrate.0
-
-
In this Quicken Help URL, there are no editing tools above the text box in Safari, Chrome, or Firefox for Mac, only some emojis.0
-
@heinelg, You started this thread in a QWin forum. Are you actually running QMac? Which would nullify ALL of the advice you've so far received.IF you are indeed running QWin, why did you reference Safari and QMac in the post immediately preceding this one?
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
No, I'm running Quicken Windows using Parallels.0
-
heinelg said:In this Quicken Help URL, there are no editing tools above the text box in Safari, Chrome, or Firefox for Mac, only some emojis.0
-
Thanks, Sherlock!
Screen shots of About Quicken and Actions dropdown attached.0 -
I suspect you may not have created the appropriate type of asset account. I do think the instructions are a bit dated and vague on this point.
Select Tools > Add Account...
0 -
Thanks, Sherlock! That worked. I have cfreated the account about 5 or 6 times using different asset types but not that one. None of the others offered the Convert to a Lending Loan option.0
This discussion has been closed.