Payment detail missing - Loan Account

Question

The payment details are no longer showing in the loan account and I can't figure out how to get them to show again.  It is a USAA loan and I have 3 years of detail that I can no longer see. The account in Quicken is there with all the loan info but when I click on payment details the detail is missing.  Suggestions?

UKR · Answer

https://community.quicken.com/discussion/comment/20352972#Comment_20352972

To me that looks like a different issue from the current discussion.

HELOC accounts should be defined in Quicken as Credit Card accounts and NOT be activated for downloading if you get into this "paid off" situation.

Deactivate the account from downloading. That should make your register and all its transactions available again.

Make sure it's defined as Account Type = Credit Card. If it's anything else, create a new offline (manual) credit card register, transfer the balance and use it from now on.

NJR · Answer

My issue with Quicken USAA is that the Home Equity loan is showing Loan paid off but in reality has several years to go. Trying to get throught to USAA is impossible.  When I doa downlad the bar that shows current download information is accurate but th actual account does not appear.  All the past payments and account information has been wiped.  Help

UKR · Answer

https://community.quicken.com/discussion/comment/20352945#Comment_20352945

You're welcome.

Do be sure to verify that the monthly payment transactions are set up correctly as a Scheduled Reminder and that the Splits do correctly transfer Principal to the mortgage account register, the Interest category and optionally the Escrow account using a similar format to this example:

Record this reminder before the payment due date, before the payment confirmation arrives in a download from the checking account.