Issues adding a loan account to Quicken

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System
System Member admin
edited January 2022 in Download, Add/Update Accounts (Windows)
This discussion was created from comments split from: Unable to add a "loan" account..

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  • CindiC
    CindiC Member ✭
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    Me too. I upgraded from Starter to Deluxe so loans would work correctly.

    But I can't add a student loan (Navient), a Personal Loan (Sallie Mae), and when I try to add my bank (Credit Union) I get all my accounts, including a credit card, but it gets the mortgage and misses the car loan altogether. When I only had the starter edition it got the car loan, but it thought it was a credit card....

    I tried deleting the loans. That didn't work (I only get the mortgage, which the starter edition didn't see at all). Then I tried deleting every account from the credit union and now still all I get is the mortgage. I tried creating the assets first and that doesn't help either.
    How do I add my loans?
  • Quicken Francisco
    Quicken Francisco Alumni ✭✭✭✭
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    Hello @CindiC

    Thank you for reaching out on the community and telling us about your issue. I do apologize in the issue you're having. That is odd I'm wondering where exactly the issue is. I believe in this case it might help trying to see on a test file if we have a similar issue. This will give us a better idea of where exactly the issue is. I'll leave steps down below and you can find it on the third step on the article.

     https://www.quicken.com/support/advanced-data-file-troubleshooting-correct-problems-quicken-windows

    Once you get the chance let us know what you're able to find out. From there we'll see what we're able to do next.

    Thanks,

    Quicken Francisco


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