Issue with Mortgage payment updates
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williamspl
Member ✭✭
I have been using Bank of American for some time with Quicken but recently, while trying to update category amounts, I have encountered issues.
I understand that you should not use Reminders with Autopay; but BOA seems to create a reminder for me. Is this ok?
Here are my issues:
1. Should I add my category details to the reminder that BOA created (Repeating/Rept-Resend)? If not, where should I enter my category details/amounts?
2. The BOA update put an entry in my check register that does not have any category details. How do I get the details on a transaction already in my register?
Thanks for your reply!
I understand that you should not use Reminders with Autopay; but BOA seems to create a reminder for me. Is this ok?
Here are my issues:
1. Should I add my category details to the reminder that BOA created (Repeating/Rept-Resend)? If not, where should I enter my category details/amounts?
2. The BOA update put an entry in my check register that does not have any category details. How do I get the details on a transaction already in my register?
Thanks for your reply!
0
Comments
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We use manual reminders with autopay with out any issues. I suggest you enter the loan's payment reminder's transaction in advance of the importing the transaction. One way to do this is to open the loan account, press Ctrl + Shift + N, and select Enter Loan Payment1
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