Why can't I view and accept downloaded Wells Fargo Mortgage Transactions?

Rob B

I've tried (unsuccessfully) to both reset and delete my Wells Fargo Mortgage, which says there are (6) transactions to review. Need help please

Quicken_Tyka

Hello @Rob B

Thank you for taking the time to visit the Community to report this issue.

If you are still needing assistance and haven't done so already, please take a moment to review the steps available here.

Please let me know if these steps work to resolve the issue.

Thank you,

-Quicken Tyka

UKR

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)

An online-connected 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.

Effective with 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.

Rob B

Thank you, it's frustrating because the linked account USED to work, but doesn't anymore. I've reset it up per your instructions and seems to be OK.