How do I change the default mortgage monthly payment categories?

Member ✭✭
edited June 2022 in Paying Bills, Online Billers & Reminders (Windows)
I set up my mortgage initially with 5 categories (the ones that show under Monthly Payment in your mortgage account). I now use different category names. When the monthly payment registers with my lender, what I get in Quicken is still the 5 original category names. I have to manually change them each month. So I want to change the defaults.

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Best Answer

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Yes, of course.  You're only changing the Categories assigned to line items.  This has nothing to do with how the dollar amounts are calculated.

Answers

  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Go to the loan Account, click on "Edit" next to "payment details", click "Edit loan reminder", click on the word "Split", click on the double headed arrow, then make your changes.  Then OK, OK, Done, OK.
  • Member ✭✭
    Will the allocations stay apportioned like they currently are?
  • Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Answer ✓
    Yes, of course.  You're only changing the Categories assigned to line items.  This has nothing to do with how the dollar amounts are calculated.
  • Member ✭✭
    Thanks Tom. That's what I figured but there's a lot at stake. I have records dating back to 1997. Thanks again. Mike
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