Hello @QuickStudy
Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with PHH mortgage. By chance do you have ticket number for any interactions if they were over phone or chat? Did you submit via report a problem? Depending on what happened I can double check to see what has happened.
Once you get the chance let us know more and we'll see what we can do.
Thanks,
Quicken Francisco
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 which should be treated like credit card accounts)
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.
QuickStudy said: I just sent my fifth set of logs in for the CC-501 CC501 issue with PHH Mortgage.
QuickStudy said: Is Customer Support going to issue a response to all of the CC-501 errors going on across many vendors?