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Convert to a Lending Loan Account doesn't appear in the Account Actions dropdown

heinelg

I'm making loan to a family member and the quicken Help for Lender Loan describes the process except that in step 4 there is no action to convert the asset to a Lending Loan

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Accepted answers

Sherlock

I suspect you may not have created the appropriate type of asset account. I do think the instructions are a bit dated and vague on this point.

Select Tools > Add Account...

Image: https://us.v-cdn.net/6031128/uploads/editor/oz/5mjmlo3n07i0.png

Image: https://us.v-cdn.net/6031128/uploads/editor/va/jbwci0u0cl06.png

All comments

heinelg

I'm using Quicken Deluxe 2020, Version R30.14, Build 27.1.30.14 with a valid membership.

Sherlock

In step 3, you should open the asset account, press Ctrl + Shift + N, and select Convert to a Lending Loan....:

Image: https://us.v-cdn.net/6031128/uploads/editor/44/sry6altzp18z.png

Then is step 4, you should be able to select Convert:

Image: https://us.v-cdn.net/6031128/uploads/editor/ap/gcz46xtzlvba.png

heinelg

That option does not appear int he dropdown. Unfortunately I don't see how to attach a screenshot to demonstrate.

UKR

https://community.quicken.com/discussion/7867159/faq-how-do-i-post-a-screenshot-in-the-community-from-windows

heinelg

In this Quicken Help URL, there are no editing tools above the text box in Safari, Chrome, or Firefox for Mac, only some emojis.

NotACPA

@heinelg, You started this thread in a QWin forum. Are you actually running QMac? Which would nullify ALL of the advice you've so far received.

IF you are indeed running QWin, why did you reference Safari and QMac in the post immediately preceding this one?

heinelg

No, I'm running Quicken Windows using Parallels.

Sherlock

heinelg said:

In this Quicken Help URL, there are no editing tools above the text box in Safari, Chrome, or Firefox for Mac, only some emojis.

To attach a screen capture to a comment you are editing, drag and drop the file on to the text edit box.

heinelg

Thanks, Sherlock!

Screen shots of About Quicken and Actions dropdown attached.

Screen Shot 2020-12-23 at 7.23.01 PM.png

Screen Shot 2020-12-23 at 7.25.42 PM.png

Sherlock

I suspect you may not have created the appropriate type of asset account. I do think the instructions are a bit dated and vague on this point.

Select Tools > Add Account...

heinelg

Thanks, Sherlock! That worked. I have cfreated the account about 5 or 6 times using different asset types but not that one. None of the others offered the Convert to a Lending Loan option.