How can I add a new loan without the loan reminder

njb22
njb22 Quicken Windows Subscription Member

My problem is an old problem. I've seen conversations regarding the above dated 2022. On Wednesday, I spent 2 hours on the phone with support with no resolution to this problem

Answers

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    If I understand you correctly, you want to set up a new loan in Quicken for Windows and you do not want the Setup process to create a Scheduled Reminder for the monthly payments.

    After you have created the loan account and the reminder (there's no way around it), there is a selection you can make, whether to use the Scheduled Reminder or an entry in the Memorized Payee List.
    Go into the loan register and click Edit Payment Details.
    Click on Payment Options and, in the popup, select Memorized Payee.
    That deletes the Reminder and creates an Entry in the Memorized Payee List instead.

  • njb22
    njb22 Quicken Windows Subscription Member

    Unfortunately the loan reminder is in a lop and won't let me complete adding the new loan

  • njb22
    njb22 Quicken Windows Subscription Member

    Meant loop

  • UKR
    UKR Quicken Windows Subscription SuperUser ✭✭✭✭✭

    That's a different

    especially if you've tried setting up an Offline Loan account several times in a row, with the same results.

    If you haven't done so already, please do the following actions:

    1. Even if you are on the latest software level already, download and install the latest Manual Patch file from https://www.quicken.com/support/update-and-patch-20182019-release-quicken-windows-subscription-product to ensure your Quicken software is up to date and correctly installed.
    2. Reboot Windows.
    3. Start Quicken. Do not run One Step Update.
    4. Run BOTH Validate and Supervalidate to attempt to repair your Quicken data file.
    5. If nothing helps, try to restore your Quicken data file from an Automatic or Manual backup taken just prior to the problems first occurring. https://www.quicken.com/support/how-backup-or-restore-your-quicken-data

    Validate and Supervalidate instructions
    First save a backup file prior to performing these steps
    Validate: 
    • Click File
    • Select Validate and Repair File...
    • Select Validate File
    • If the data file contains investment accounts also select "Rebuild investing lots".
    • If you suspect that a damaged Quotes Price History causes your problems, also select "Correct investing price history" functions "Delete" or "Repair and Rebuild".
    • Click OK
    • Review the Data Log. Anything interesting in there, worthwhile posting here?
    • Close Quicken, leave it closed for about 30 secs
    • Reopen Quicken and see if the issue persists.

    Super Validate:
    • Click File
    • Press and hold both CTRL and Shift keys while you click Validate and Repair File...
    • Select Supervalidate File
    • Click OK
    • Review the Data Log. Anything interesting in there, worthwhile posting here?
    • Close Quicken, leave it closed for about 30 secs
    • Reopen Quicken and see if the issue persists.

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