How do I create an account where I am lending money

I know I have done it before, but I cannot find how to make a loan to someone


  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Search Quicken Help for Lender loan. Please post back if you have further questions.
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  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @kjohann

    You need to setup a lender loan,  Here are the steps you should take:

    1) Go to "tools" > "Add Account..." > click the "+ Other Assets and Liabilities" tab at the bottom:

    2) Click on this description text "Assets - Non-cash assets, any high value property";

    3) In the “Add Account” screen - For account name, insert "Lender Loan > click "Business transactions" > then click "Next";

    4) On the next screen that asks “Is there a loan on this asset – click "No” – and then “Next”;

    5) Click the “Finish” button.

    6) The account register will display > Click on the “Gear” icon in the upper right > in the drop down menu – Select “Convert to a Lending Loan...” > in the pop-up window – Select “Convert”;

    7)  Fill-in the other loan data on the following screen and when completed - click "Next";

    8) Review the information on the following screen and make entries, if required > then click "Next";

    9) Setup a "Loan reminder" if you want > then click "Next";

    10) Review the summary info on the last screen and if OK > click "Done".  Then click "Finish".

    Let me know if you have any followup questions and how this process went.


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