Missing register for download Loan account

LDN

In a loan I created, I can not see the register when I select "Payment Details" button. There are definitely payments applied.

Boatnmaniac

Hi @LDN .  Is your loan connected to the lender for download?  With connected loans there is no loan account register. 

If you want to see the register you will need to convert it from a downloaded mortgage to a manual mortgage (https://community.quicken.com/discussion/7876773/downloading-mortgage-info) or delete the loan account and set up up again as a manual load account.

I and many other Super Users in this Community usually recommend that loans be set up for manual entry instead of for download because of this.  When the loan payment posts against your checking account you can then link it to your loan account using a transfer category...the name of your loan account inside brackets...[ ].

Now, if your loan is already set up for manual entry, then you are having a different issue.  Let me know if this is the case and we can try some things to troubleshoot it.

Boatnmaniac

Hi @LDN .  Is your loan connected to the lender for download?  With connected loans there is no loan account register. 

If you want to see the register you will need to convert it from a downloaded mortgage to a manual mortgage (https://community.quicken.com/discussion/7876773/downloading-mortgage-info) or delete the loan account and set up up again as a manual load account.

I and many other Super Users in this Community usually recommend that loans be set up for manual entry instead of for download because of this.  When the loan payment posts against your checking account you can then link it to your loan account using a transfer category...the name of your loan account inside brackets...[ ].

Now, if your loan is already set up for manual entry, then you are having a different issue.  Let me know if this is the case and we can try some things to troubleshoot it.

Beyjay

Thank you Boatnmaniac! 👏👏👏

Ps56k2

[EDIT] also updated topic title to better reflect actual Q&A for other readers

Jonathanas

The link doesn't work! I land on a Permission Problem page. Help!

Boatnmaniac

Jonathanas said:

The link doesn't work! I land on a Permission Problem page. Help!

I just clicked on the link and it worked for me.  Maybe when you tried there was a server issue?  I suggest you try clicking on the link, again.  If it still doesn't work, you could try copying it and pasting it/entering it into the URL line.

volvogirl

If that link doesn't work for you I made a screen shot of the other post on that link....And here is another  link to try....
https://community.quicken.com/discussion/7164936/faq-how-do-i-convert-a-loan-account-that-automatically-downloads-transactions-to-a-manual-entry-sc

JohnE

I pay my Home Equity at various times a month and I can't see any of these transactions. It is imperative to have a register. Please reconsider giving us back our register!

UKR

JohnE said:

I pay my Home Equity at various times a month and I can't see any of these transactions. It is imperative to have a register. Please reconsider giving us back our register!

Convert your HELOC loan account to an off line (manual) account register and you'll have your register back. Then make sure that your payment transaction in your checking account transfers Principal to the [name of HELOC account register] surrounded by [square brackets] so that the outstanding balance is correctly reduced.

Usually, a HELOC account should be set up as if it was a credit card account register (Type = Credit Card) and not like a mortgage account with a fixed payment plan.