Unable to setup a loan account

This discussion was created from comments split from: New Loan setup.


  • I am having the same problem as Tim - I try to set up the loan account and it keeps sending me back to the Reminder setup screen.
  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
    Hello @Strongca

    Thank you for reaching out to the Community regarding your issue, although I am sorry to hear that you are experiencing issues with your loan. There are a couple of steps we can attempt here to see if we're able to resolve the issue you're having. The first one we'll want to attempt here is to validate the file. I'll leave steps down below on how to do so. The fourth step will list how to do so as well.


    Once you get a chance to try these steps, please let us know what you find.  From there we'll better understand our next steps/options.


    Quicken Francisco

  • UKR
    UKR SuperUser ✭✭✭✭✭
    for the record:
    What version, edition level (Starter, Deluxe, etc.) and release (R xx.xx) of Quicken are you using?
    US, Canadian or other country version?
    What is your subscription expiration date?
    Click Help / About Quicken (Mac: Quicken / About Quicken) to get this information.