How do I automate my mortgage payment?

johnscpierce
johnscpierce Quicken Windows Subscription Member
edited December 2025 in Paying Bills, Online Billers & Reminders (Windows)

Until recently, I had my monthly mortgage payment scheduled to be entered into the checking account where the payment is made. It showed the monthly change in the principal and interest amounts - it came from the payment schedule in the mortgage account. I would then download the payment from the bank and match it with the scheduled transaction in the checking account. This stopped working a while back and I don't remember how to set it up.

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Using the Quicken loan "wizard" to establish the loan there's two places where you have the opportunity to tell Quicken to create Reminders and enter them into the checking Account:

    image.png

    and again on the next page

    image.png

    So maybe edit the loan and see if, somehow, these got changed?

    It's been a long, long time since I've had to actually account for a real loan, but I'd expect that the reminders would continue until you pay off the loan.

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