"Detailed Loan Payment" mortgage amt. correct on budget actual but not budget repor - Why?
PedroCG
Quicken Windows Subscription Member ✭✭
Actual monthly mortgage payment (Principal+Interest+Taxes+Insurance} amount is generated correctly using "Detailed Loan Payments" on the budget ACTUAL column. However, a different, smaller, number shows up on the Budget Report. I use the budget report to review monthly actual vs. budget numbers so need that to be correct, can't understand why it would be different.
0
Best Answer
-
I suggest you customize the Budget report to exclude the mortgage account: open the Budget report, press Alt + C, select the Accounts tab, uncheck the mortgage account, select OK.6
Answers
-
Sorry, should have mentioned that the ACTUAL amount shown in the Budget is the correct PITI amount. The ACTUAL amount shown in the Budget Report excludes principal. When I set up the budget using "Detailed Loan Amount" for the budget payment amount, I'm expecting that to show up in the Budget Report as well.0
-
I suggest you customize the Budget report to exclude the mortgage account: open the Budget report, press Alt + C, select the Accounts tab, uncheck the mortgage account, select OK.6
-
Sherlock, your suggestion resolved this issue, thank you.1
This discussion has been closed.
Categories
- All Categories
- 4 Product Ideas
- 27 Announcements
- 198 Alerts, Online Banking & Known Product Issues
- 20 Product Alerts
- 737 Welcome to the Community!
- 613 Before you Buy
- 1.1K Product Ideas
- 50.2K Quicken Classic for Windows
- 15.5K Quicken Classic for Mac
- 988 Quicken Mobile
- 781 Quicken on the Web
- 75 Quicken LifeHub