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How do I setup a new Mortgage Account with a refi

Paul Gerardi

How would I setup a new mortgage account for a refinance. I am trying to record the old mortgage as paid. For the new I had a cash pay out plus paid some debt off. How do I record this? I can set up the new mortgage account. But do not know how to get the other data recorded. EG would be pay off old mtge, pay off Credit Card, cash in, fees etc

Thanks for your time!

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Screen Shot 2021-03-06 at 8.28.09 PM.jpg

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Screen Shot 2021-03-06 at 8.28.09 PM.jpg

Paul Gerardi

Thank you so much!

That is exactly what I needed.

Paul Gerardi

For your screenshot, was that an entry from checking acct? Im thinking I might have to do that through the cash account since it will never hit the checking. I understand what you mean by setting up the auto through the checking.

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Paul Gerardi

Thanks!