Loan details display

acs2 Member ✭✭
I have version r45.13 on windows 10. I have two mortgages. One I set up a few years ago. When I choose that account and click on payment details I see a register with all transactions listed. A few months ago I set up another mortgage. When I choose that account>payment details I see a pie chart but no transaction list. I can't find how to show the transaction list. Please advise


  • UKR
    UKR SuperUser ✭✭✭✭✭
    When you created the 2nd loan account, you chose to connect it to the bank for transaction downloading.

    register. All data shown in the account come from whatever information the bank downloads to you ... if this process works at all.

    As a result of being connected, the scheduled payment transaction reminder cannot transfer the amount of principal paid into the (non existent) account register and must use a category, usually something like Loan:Principal, instead. The category seems to vary with the Loan Type you selected when creating the loan account in Quicken.

    Effective with Quicken Windows 2018+
    you can deactivate an online-connected loan account and regain full control over your transaction register.  However, you should still review the Scheduled Reminder (or Memorized Payee List entry) associated with the monthly loan payments to ensure they now transfer Principal to the loan account register and not to a Category.

    If you're a Q Mac user, you should be able to do something similar about setting up and maintaining an offline mortgage account together with a correctly calculated Scheduled Transaction Reminder for the monthly payments from your checking account.

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