Adding Mortgage account, Quicken wants it to be a new credit card account

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Robert B Kelly
Robert B Kelly Member ✭✭
edited July 2022 in Download, Add/Update Accounts (Windows)
My Credit Union updated their website, so I had to re-establish my accounts in Quicken. All my checking and savings accounts linked back to the old accounts, but the mortgage account keeps showing up as a new credit card, without the ability to change the type of account, so I can link it to the existing mortgage account.

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  • UKR
    UKR SuperUser ✭✭✭✭✭
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    Credit Unions using Express Web Connect as the transaction download method typically do not have support for downloading mortgage accounts as Type = Mortgage.
    Please maintain the account as an "offline" (manual) mortgage account, not connected for downloading.
    Make sure that the monthly payment transaction reminder from your checking account transfers principal (and optional additional principal) amounts to the mortgage account register so that the loan balance decreases with each payment.
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