Issues adding a loan account to Quicken

System Member admin
This discussion was created from comments split from: Unable to add a "loan" account..


  • CindiC
    CindiC Member
    Me too. I upgraded from Starter to Deluxe so loans would work correctly.

    But I can't add a student loan (Navient), a Personal Loan (Sallie Mae), and when I try to add my bank (Credit Union) I get all my accounts, including a credit card, but it gets the mortgage and misses the car loan altogether. When I only had the starter edition it got the car loan, but it thought it was a credit card....

    I tried deleting the loans. That didn't work (I only get the mortgage, which the starter edition didn't see at all). Then I tried deleting every account from the credit union and now still all I get is the mortgage. I tried creating the assets first and that doesn't help either.
    How do I add my loans?
  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭

    Hello @CindiC

    Thank you for reaching out on the community and telling us about your issue. I do apologize in the issue you're having. That is odd I'm wondering where exactly the issue is. I believe in this case it might help trying to see on a test file if we have a similar issue. This will give us a better idea of where exactly the issue is. I'll leave steps down below and you can find it on the third step on the article.

    Once you get the chance let us know what you're able to find out. From there we'll see what we're able to do next.


    Quicken Francisco

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