Issue with Mortgage payment updates

I have been using Bank of American for some time with Quicken but recently, while trying to update category amounts, I have encountered issues.

I understand that you should not use Reminders with Autopay; but BOA seems to create a reminder for me. Is this ok?

Here are my issues:

1. Should I add my category details to the reminder that BOA created (Repeating/Rept-Resend)? If not, where should I enter my category details/amounts?

2. The BOA update put an entry in my check register that does not have any category details. How do I get the details on a transaction already in my register?

Thanks for your reply!

Comments

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    We use manual reminders with autopay with out any issues.  I suggest you enter the loan's payment reminder's transaction in advance of the importing the transaction.  One way to do this is to open the loan account, press Ctrl + Shift + N, and select Enter Loan Payment