cjt70 said: I can't. It doesn't show the payment details and doesn't allow me to split. I don't understand why. I get all these options with the current mortgage loan account but they don't show up when I create a new mortgage loan.
cjt70 said: It is a connected (online) account. Set up by going through the "Add Account" process under Property & Debt" menu. Are you saying I should do this manually to get it to work? That doesn't make sense. When I set the payment up, it does not allow me to split. So are you recommending that I manually change the split every payment? That seems like a horrible process. Can't I set it up to do this one time and apply to all payments? I've been a Quicken user for years and this seems like a step back in capabilities.
cjt70 said: The category in the payment is "Home:Mortgage" and I can not change it to split out the Pricipal, interest, escrow.
cjt70 said: There is no way to Split. It puts the entire payment into "Home:Mortgage". The CTRL+N and CTRL+S do absolutely nothing. I could manually split each payment, but I've never had to do this in the past and this was automatically calculated. This seems like a huge step back for Quicken capabilities.
cjt70 said: Yes. I am using Quicken for Windows. I have never owned a Mac device. When I hit CTRL + Shift + N it brings up a single loan payment and not the payment. I can change each individual payment this way, but this is as you stated above a huge step back in functionality and would take an adjustment after each payment when I get each new statement. What a useless product. This also makes no sense since my old loan still has the ability to do this. It seems I would be better off to figure out a way to modify my old loan as opposed to use this new loan feature that has less functionality. What is Quicken thinking? My transactions only have one category...as noted above "Home:Mortgage". Nothing else. Nothing. Just one. "Home:Mortgage." Also, the Transaction Window doesn't appear for this loan. I don't know if it is because the only transaction is the opening balance or what. I was hoping to get this all set up before the first transaction but it seems like this is all a waste of time. I've spent mulitple hours trying to set this up and all I've figured out so far is that it has to be done manually. I am running the most current version of Quicken Premier (Release R 34.24 ). Appreciate your help, but it doesn't seem to be giving me any better resolution so far. Chris
cjt70 said: Key word being "should" in your first paragraph it does not appear to do anything when I use the keys you have redundantly told me to use. It won't change if you keep telling me the same thing. On your second paragraph, why would it be acceptable for an online loan account have less functionality? A known degradation? I wasn't a fan when MS Money was discontinued and Quicken was the alternative. Seems like Quicken has gotten worse over the years not better. Not sure why you would defend this type of lack of capability.
