I set up my TIAA 403B account in Quicken Deluxe but I don't know how to link a loan account. I borrowed some money from my TIAA account and money is being withdrawn from my checking account monthly to repay it. How do I link the debits from my checking account to the TIAA fund?


  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @David_7319,

    Can you give us some additional information that will help us to help you?

    Does your TIAA retirement account show the loan to you as an asset or an investment?  Please provide details how that loan is shown on your TIAA account monthly statements.  Also, is interest being charged on the loan, and if so do you have an amortization schedule showing the breakdown of interest and principal for payments. Any other details on this loan will be helpful.



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