How to edit loan payment

PeterK

I need to change the account that a loan payment is being made from. I already deleted the old one. Now I can't figure out how to schedule a new payment for the loan. I'm in the loan and I see the Edit Payment button, but I don't see a way to schedule the transaction or to specify what account it comes from.

Tom Young

In the loan Account click on Payment Details > Monthly Payment edit > Edit Loan Reminder then change the "From" Account.

UKR

Please try this:

1. Go into the Loan Details view of your loan register. Click "edit" as shown in the image below
2. Click Edit Loan Reminders button
3. Now you can change the "From Account" to your new checking account name

UKR

https://community.quicken.com/discussion/comment/20440449#Comment_20440449

Ah, yes! I have always used reminders to pay my mortgage so the alternative of using a memorized transaction instead completely slipped my mind.

Thanks for posting your solution!

Tom Young

In the loan Account click on Payment Details > Monthly Payment edit > Edit Loan Reminder then change the "From" Account.

UKR

Please try this:

1. Go into the Loan Details view of your loan register. Click "edit" as shown in the image below
2. Click Edit Loan Reminders button
3. Now you can change the "From Account" to your new checking account name

PeterK

Ah, that's my problem. I'm not seeing the Edit Loan Reminder button

PeterK

ok, figured it out. I had to set it to Loan Reminder on another screen, instead of Memorized Transaction

UKR

https://community.quicken.com/discussion/comment/20440449#Comment_20440449

Ah, yes! I have always used reminders to pay my mortgage so the alternative of using a memorized transaction instead completely slipped my mind.

Thanks for posting your solution!