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Cash Flow Reports are not reflecting Mortgage or Loan Interest.

Delrey

I called in to support on this issue, and based on what I'm reading, I figure I would confirm what Customer Support reported to me, that general reports do not support split transactions. Is that true? I'm reading posts that should use various techniques, with transaction reports showing Split transactions.

My challenge is that I have short-term rentals, and mortgage or loan interest payments affect my cash flow and P&L statement. If I have Split transactions and interest payments that are part of a mortgage or loan, how can I report on cash flow, profit, and loss?

Also, having different mortgages, I can see some loan setup types allow "edit payment reminder" where I can set the category for interest, and some do not. The documentation define the available different Loan Types and the difference between, say a student loan, auto loan and mortgage and how they are calculated, but what about this "edit payment reminder" field? How should loans be set up if I want my interest expense under an interest category for all my expenses? I see at least two Loan:Interest and Home:Interest. What "loan types" define what "category" and "edit payment reminder"?

Thanks in advance

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Delrey

Just an update on reports with split transactions: it looks like it's just the Interest portion from the mortgage payment that's not included in the report. I realize I do see the Escrow payment.

Quicken Kristina

Hello @Delrey,

Thank you for letting us know you're encountering this problem. You would see the Edit Loan Reminder button for loans that have a reminder linked to them (the reminder would be linked to the loan if you set the reminder up as part of the add account flow in Quicken while setting up the loan account). For more information, please see this article:

https://info.quicken.com/win/how-do-i-change-or-add-a-loan-reminder

Which cash flow report are you having this issue in? Banking>Cash Flow, Business>Cash Flow, or both? When I run a cash flow report, it does show interest.

Clicking on the value I want to see (such as clicking on Interest under Mortgage), displays the transaction information.

That's all the detail the report will show, but clicking on an individual transaction will take me to that transaction in the register, where I'm able to see the full split transaction information.

Does that match what you're seeing?

I look forward to your response!