Where do I edit my mortgage payment?

Michael Rosen
Michael Rosen Member ✭✭✭
in Registers & Transactions (Windows)

I recall that I used to be able to go to the mortgage register and the options to edit the payment would be at the top. It's no longer there.

image.png

I don't see any loan options on the menus.

Where do I do this?

Thanks.

Quicken Classic Premier R60.15, Build 27.1.60.15.

Edition Windows 11 Pro
Version 23H2
Installed on ‎6/‎20/‎2024
OS build 22631.4541

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Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited December 8

    A bit below what you're showing, is there a graph that depicts the "Projected Payoff" on the loan? And, just above that graph, is there an "Edit Terms" button? That's what you're looking for … and that's where it's been for a very long time.

    You appear to be on the Payment Details tab of the loan account … go to the Loan Details tab to get what you're looking for.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Michael Rosen
    Michael Rosen Member ✭✭✭
    https://community.quicken.com/discussion/comment/20465717#Comment_20465717

    I think something happened to my loan accounts when I started a new file a while ago. I tried creating a new mortgage account and now I'm seeing the loan tools.

  • Quicken Jasmine
    Quicken Jasmine Quicken Mac Subscription Moderator mod

    Hello @Michael Rosen,

    Thank you for coming back to update us and for sharing the troubleshooting steps that you took! I am happy to hear that you were able to resolve this issue and you are now able to see the Loan Details.

    -Quicken Jasmine

    Make sure to sign up for the email digest to see a round-up of your top posts.

  • Michael Rosen
    Michael Rosen Member ✭✭✭

    I ran a search and replace to move the split transactions into the new loan account.

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