Mortgage Accounts Payment Details

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I have two mortgage accounts. In the first, I can see and edit the payments. In the second, I have no ledger sheet and can't see any payments. How would I go about enabling the "Payment Details" view on mortgage account #2?

Best Answer

  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
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    Is your mortgage account #2 activated for downloading transactions and account information from the bank?
    If so, an activated account does not have an account register to show the Loan Details and must rely on whatever information the bank downloads for the mortgage.

    Deactivate the account register (Edit Account Details, Online services tab) and you'll have your your register back.
    Also make sure that the monthly mortgage payment reminder in your checking account now correctly transfers the Principal and Additional Principal amounts to the [mortgage account register name] and not a category, e.g. Mortgage:Principal.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod
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    Hello @Ellis Braudrick,

    Could you please provide a screenshot of what it currently looks like? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

    Check back and let us know! Thank you.

    -Quicken Anja
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  • UKR
    UKR SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    Is your mortgage account #2 activated for downloading transactions and account information from the bank?
    If so, an activated account does not have an account register to show the Loan Details and must rely on whatever information the bank downloads for the mortgage.

    Deactivate the account register (Edit Account Details, Online services tab) and you'll have your your register back.
    Also make sure that the monthly mortgage payment reminder in your checking account now correctly transfers the Principal and Additional Principal amounts to the [mortgage account register name] and not a category, e.g. Mortgage:Principal.

  • Ellis Braudrick
    Options

    Ty - that one was boiling up my BP!

This discussion has been closed.