How to repair my mortgage account in Quicken?

Geoff Stuart
Geoff Stuart Member ✭✭✭
edited November 2023 in Download, Add/Update Accounts (Windows)

My mortgage balance in Quicken is off by thousands of dollars. How can I fix it if there is no Register to see the ins and outs?

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If there's no mortgage account register, it means that you enabled the account for download.

    SO, only the downloaded transactions from your mortgage company can post to the account … so it's unclear how the account can be off by any amount.

    Please clarify.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Geoff Stuart
    Geoff Stuart Member ✭✭✭

    I really can't clarify why it's off…that's why I'm asking for troubleshooting help. It used to balance, but I've been getting a CC-502 error for a few months and now I see it's like 200K too high. This is a minor bank (Third Federal, Clevelan) so their Q support is pretty non-existent. Any advice on how to find the error? Set up a dummy account and connect/download to it?

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Here's the FAQ re: CC-502. Deal with that first. https://www.quicken.com/support/error-when-updating-accounts-cc-502

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

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