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Making Auto Loan appear in transaction entry lists

Peter Sonne

I recently set up an auto loan. I then tried to make a payment entry directly to the loan from my bank account, but the loan does not show up in any of my lists. Checking the account details, I find that the Display Options has the account greyed out for Hide in transaction entry lists and it is checked. I am unable to change this. Any ideas on a fix?

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Comments

Tom Young

Just a guess here.

Is the auto loan Account set up as a downloading loan? If it is then you have no access to the loan register since changes to the loan's balance should be coming from the lender. Having never had a downloading loan I don't really know if a downloading loan Account doesn't show up when you try to enter a payment directly from the checking Account, but that might be the case.

UKR

Just my 2cents' worth …
I would not bother attempting to activate any loan or mortgage accounts for downloading. I would just simply set them up as "offline" (manual) loan accounts with a Scheduled Reminder to record the monthly payment from your checking account.
(Not discussing LOC or HELOC accounts here. They should be set up as offline credit card accounts)

At least in Quicken for Windows, an online-connected loan or mortgage account does NOT have a transaction 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 name seems to vary with the Loan Type you selected when creating the loan account in Quicken.

Effective with Quicken Windows 2018 and newer
you should be able to deactivate an online-connected loan account and regain full control over your transaction register. And you should also 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.

Peter Sonne

I was able to deactivate the account, which then allowed me to display the account in the transaction entry lists. I was then able to process a payment transaction to the account and interest expense category. I also needed to update my bill payment reminder split to the new accounts. Thanks for the fix.