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    • My Mortgage Payments are not showing the Registry of my Mortgage Account. How do I fix this?

    Quicken Windows Subscription Member ✭✭
    edited January 18 in Registers & Transactions (Windows)

    I am running Quicken Classic Business & Personal version R60.15 build 27.1.60.15.

    When I refinanced I created an account for my new loan and I connected it to the financial institution online. I mistakenly thought it would update and show the details in the registry. It has not. When I created the account and payment details it split the payment into the following: Loan Payment:Principal, Loan Payment:Interest, and [Escrow]. The only item that ever updates is the [Escrow] account.

    When I attempted to edit the payment and change the Loan Payment:Principal to the new account name (inside the brackets), that transfer account is not listed. What am I doing wrong?

    I find all my old mortgage loans and the account details match (i.e Loan Type = Mortgage) but the new loan is not in my Categories List as an option.

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    Answers

    • Quicken Windows Subscription Member ✭✭

      UPDATE: After digging a little deeper I discovered that the "Hide entry in transaction lists" box was checked in the Display Options of the Account Details. Once I unchecked this, the account appeared and I was able to edit the payment reminder as well as all previous payments so that I am now able to track it in the registry.

    • Moderator mod

      Hello @Kevin Roberson,

      Thank you for coming back to update us! I am happy to hear that you were able to reach a resolution!

      -Quicken Jasmine

      Make sure to sign up for the email digest to see a round-up of your top posts.

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