2nd Mortgage Question
How do you establish a 2nd mortgage account in quicken with the same linked asset as a primary mtg?
I linked a 2nd mortgage account from the bank using the add account process with the bank login access. I then tried selecting the same asset that already exists for my primary mortgage also tracked in Quicken, but it said that the name was already taken. So creating a new asset name for the same asset created a new asset for the same home which isn't accurate.
Answers
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Go to the House Loan account and select the gear icon/menu and then Edit Account Details.
From there you should be able to select your house asset account from the "Linked Asset Account" pulldown menu.
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Why not? I've got both my 1st mortgage and my HELOC pointing to my house
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
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I figured that out .. i didn't see the "add existing" asset option originally. So now we're all set. thanks !!
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