Mortgage

dunnet
dunnet Member
So, we have a mortgage set up in Quicken. All data is entered correctly, ssems to be tracking fairly accurately. Issue is -- the balance remaining per our bank website is slightly less than the quicken calculation.
Is there a method to tweek this?
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Answers

  • UKR
    UKR SuperUser ✭✭✭✭✭
    edited June 2022
    Yes. Compare each monthly payment transaction in your Checking account to the mortgage statement. Edit the transaction to adjust principal, interest, additional principal and optional escrow, as needed. That should get your balance back to match the statement. You may have to continue to do this after or while posting each monthly payment
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