Why mortgage company will not download into Quicken software.

Best Answer
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Unfortunately, if the mortgage company or its servicing partner do not facilitate downloading into Quicken, there is nothing that we (in the Quicken Community) or Quicken, Inc. can do to help you. The financial institution must facilitate the downloading process into Quicken, and if they do not, your only option would be to manually record those transactions into your Quicken datafile.
Frankx
Quicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -2
Answers
-
Unfortunately, if the mortgage company or its servicing partner do not facilitate downloading into Quicken, there is nothing that we (in the Quicken Community) or Quicken, Inc. can do to help you. The financial institution must facilitate the downloading process into Quicken, and if they do not, your only option would be to manually record those transactions into your Quicken datafile.
Frankx
Quicken Home, Business & Rental Property - Windows 10-Home Version
- - - - Quicken User since 1984 - - -
- If you find this reply helpful, please click "Helpful" (below), so others will know! Thank you. -2 -
This content has been removed.
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I hate, Hate, HATE Newrez. When interest rates were low, I was nagged CONSTANTLY to refinance by email, snail mail, even unsolicited phone calls. Getting off their call lists was difficult. I got tired of explaining that the numbers never worked for me because of the points I'd have to pay.
Now that rates have gone up, it's happening all over again with nags for a HELOC.
I had a mind to refinance elsewhere just to be rid of them as a servicer, but I have too good a rate to give up.
1
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