Allow transaction data in HELOC accounts.

John Nastasi
John Nastasi Member ✭✭✭
If you have a HELOC account, Quicken blocks your ability to see or edit the transactions on the HELOC loan screen. Unlike an AUTO loan, where transactions are visible and can be modified. HELOC accounts should do the rest.
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  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited February 20
    Why can't you click the Gear icon to the far right of the account name, click "Register Columns" and check "Date"?

    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    I think the problem here is that you HELOC account is setup for downloading transactions.  Whenever you setup a loan account for downloading transactions you give up the ability to see/change those transactions.
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    (I'm always using the latest Quicken Windows Premier subscription version)
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  • John Nastasi
    John Nastasi Member ✭✭✭
    To NotCPA... there is no Gear icon to the far right of the account name, with "Register Columns" and check "Date"?

    To Chris_QPW... The only way to set up a HELOC account is for downloading transaction, Not register. I believe only the HELOC balance is downloaded and no other detail. Whereas on an Auto LOAN account the actual payments are downloaded.
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited February 21
    Please do TOOLS, Account List and click EDIT adjacent to the name of your HELOC. 
    What is shown as the "Account Type" in that dialog?  And what Financial Institution name is showing there?
    And there certainly should be a Gear icon.  Is your window wide enough to display it?

    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    Chris_QPW said:
    I think the problem here is that you HELOC account is setup for downloading transactions.  Whenever you setup a loan account for downloading transactions you give up the ability to see/change those transactions.
    A HELOC is a Credit account type in Q, not a Loan account type.  And HELOC's download without issue when set up properly.
    The same is true for a Line of Credit (LOC) account.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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