2nd Mortgage Question

juanboy2k
juanboy2k Quicken Windows Subscription Member ✭✭
edited April 2024 in Download, Add/Update Accounts (Windows)

How do you establish a 2nd mortgage account in quicken with the same linked asset as a primary mtg?

I linked a 2nd mortgage account from the bank using the add account process with the bank login access. I then tried selecting the same asset that already exists for my primary mortgage also tracked in Quicken, but it said that the name was already taken. So creating a new asset name for the same asset created a new asset for the same home which isn't accurate.

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Answers

  • Chris_QPW
    Chris_QPW Quicken Windows Subscription Member ✭✭✭✭

    Go to the House Loan account and select the gear icon/menu and then Edit Account Details.

    From there you should be able to select your house asset account from the "Linked Asset Account" pulldown menu.

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  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Why not? I've got both my 1st mortgage and my HELOC pointing to my house

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • juanboy2k
    juanboy2k Quicken Windows Subscription Member ✭✭

    I figured that out .. i didn't see the "add existing" asset option originally. So now we're all set. thanks !!

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