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Quicken Classic for Windows
Download, Add/Update Accounts (Windows)
Synced account showing wrong balance direction
jberning
I'm trying to sync my mortgage loan account from my bank, and associate it with the asset entry in Quicken. When I sync the account as a "Banking" type, the balance is negative (correct, since it's a loan that I owe), but I cannot associate the asset with it. When I sync it as a "Loan" type, the balance is positive (incorrect), and I can associate it with the asset, but it is marked as paid off. How do I get Quicken to realize it's a loan and should be applied as a loan, with a corresponding negative balance showing? The value is correct, it's simply in the wrong direction.
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Comments
Sherlock
If you want to associate the loan with an asset, I suggest tracking the mortgage account as an offline loan account. As you have discovered, an online loan account is less reliable and has less functionality than an offline loan account.
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