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Quicken Classic for Mac
Registers & Transactions (Mac)
how to set up manual mortgage account on mac since Freedom mortgage isn't working
pamela77
I'd like to set up my mortgage manually on my mac. Is there a guideline somewhere on how to do it? I'd like to be able to see the future like I could when Freedom mortgage was working on quicken mac. I already do understand about splitting the transaction into interest and mortgage payment. Thank you for your help,
Pamela
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Add/Edit Transactions
Mac
Loans
Accounts
Comments
Quicken Anja
Hello
@pamela77
,
Thank you for reaching out to the Community with your question.
To add a manual mortgage account, please navigate to
Accounts > New > Loans > Mortgage
. You will be taken to our financial institution list. Instead of selecting a financial institution, you will simply click
Continue
. On the following screen, you will see the option to
Enter transactions manually
will be pre-selected; click
Continue
again.
You will now be prompted to enter the account's
Opening Balance
. Once entered, click
Finish
, then click
Add Loan Terms
(at the bottom of the screen) and you will then be able to enter the necessary loan details.
I hope this helps!
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