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Scheduled Mortgage Transactions disappeared

Unknown Member
edited October 2018 in

I have a mortgage loan for my house set up in Quicken. It is a manual account - I do not download transaction automatically.

Up until this month (July 2014), a scheduled transaction for my mortgage would show up in my checking account on the first of every month. The principle and interest were calculated and always correct. I can see the one for last month -- but cannot find one for this month or any future dates.. I have looked everywhere I can think of and tried to find if there is somewhere I can recreate the transactions.

All help and assistance is appreciated.

Comments

  • NotACPANotACPA SuperUser ✭✭✭✭✭
    edited October 2018
    Let's start with an easy one. Do CTRL-J.  Does the mortgage payment appear there? If so, what's in the Due Date next to it.
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Unknown Member
    edited July 2016
    No - the payment is no longer in this screen.  What's next?
  • NotACPANotACPA SuperUser ✭✭✭✭✭
    edited October 2018
    OK, one more place to try.  CTRL-T
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • UKRUKR SuperUser ✭✭✭✭✭
    edited September 2018

    Did someone delete the scheduled bill reminder for the mortgage payment?
    Is the loan paid off? (The scheduled reminder disappears after the last scheduled payment)


    To recreate it, go into the loan account, select the Payment Details screen.
    Under the graph, click the text "Edit payment details".
    On the Loan Details screen set the next payment due date to July, review the amounts shown for principal, interest, escrow and additional principal.
    Click the Edit Loan Reminder button to set up a new scheduled reminder.
  • Unknown Member
    edited July 2016
    UKR said:


    Did someone delete the scheduled bill reminder for the mortgage payment?
    Is the loan paid off? (The scheduled reminder disappears after the last scheduled payment)


    To recreate it, go into the loan account, select the Payment Details screen.
    Under the graph, click the text "Edit payment details".
    On the Loan Details screen set the next payment due date to July, review the amounts shown for principal, interest, escrow and additional principal.
    Click the Edit Loan Reminder button to set up a new scheduled reminder.

    Same thing happened to me. It's a mystery. Tried to change the next payment date, it makes me use today's date as minimum..... still doesn't show up. Super validate giving a duplicate category name. I went through and changed the names of subcategories even. And also made sure no accounts have the same name as categories. Changed from memorized payment to reminder (and it let me set the date to a past date). Looks like this last one did the trick.
  • Unknown Member
    edited July 2016

    I did the following on Quicken 2014 Home & Business (Canada):


    Go to the loan, click on 'Edit payment details' (under the graph on my version).


    Changed the loan from memorized payment to reminder (and it let me set the date to a past date). 


    Click the 'Payment Options....' button, change from Memorized Payee to Loan Reminder (Recommended)


    Note: My setting as 'Memorized Payee' may have come from prior version of Quicken? I didn't set this that I remember.


    Click 'Ok', then if you click Edit payment details again you can put in the correct next payment date.


    So far so good...
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