After adding the account, see if you experience the same problem in this test file. From there, you can then switch back to your original file.
Follow the steps below to switch files:
Quicken will list the most recently opened data files, with a checkmark next to the file you are currently viewing.
Let us know how it goes!
For whatever it's
worth ... I would not bother attempting to activate any loan or mortgage
account for downloading. (Not discussing
LOC or HELOC accounts here)
loan or mortgage account does NOT have a transaction register. All data shown
in the account come from whatever information the bank downloads to you ... if
this process works at all.
As a result of being
connected, the scheduled payment transaction reminder cannot transfer the
amount of principal paid into the (non existent) account register and must use
a category, usually something like Loan:Principal, instead. The category seems
to vary with the Loan Type you selected when creating the loan account in
Quicken Windows 2018+
you can deactivate an online-connected loan account and regain full control
over your transaction register. However,
you should still review the Scheduled Reminder (or Memorized Payee List entry)
associated with the monthly loan payments to ensure they now transfer Principal
to the loan account register and not to a Category.
[snip] I am on version R32.10
I am having this same issue with an RV loan showing as a credit. I pay that from my checking account it is is actually adding the money to the RV account instead of reducing it. How do I change that?
It looks like you're new here. If you want to get involved, click one of these buttons!