please reopen "linked house and mortgage accounts not working"...

enirevets · April 3

…which was a discussion that I started earlier this year, included several messages back & forth, the most recent being March 3.

Also, is there a more specific way to request that a previous discussion to be reopened, than the way I am doing it here, i.e. posting the request at large to everybody? This is the only way I can see to do it, but it feels kinda clunky. I've asked this "process" question in the past (for a different discussion - which somebody reopened, and which was then resolved) - but I never saw a direct answer to the actual process question itself.

(Lastly, I have a reply already typed for the "house & mortgage accounts" discussion (now saved in Word). My question here is: I could have sworn that when I started typing, it was in a window which had come up AS a reply option TO the discussion, which presumably was still open at that time (earlier this afternoon); but then when I was done typing and ready to send, the discussion was closed. The last post in the discussion had been exactly one month ago today; so I'm wondering if maybe the discussion was open when I first logged on, and closed WHILE I was typing my reply? Does anyone know if that's possible?)

Quicken Kristina · April 4

Hello @enirevets,

Thank you for reaching out. Per your request, I re-opened "linked house and mortgage accounts not working":

linked house and mortgage accounts not working

enirevets

Jan 29, 2025

Just to be clear, this question is regarding a latent issue, not something "new" or "just started happening" or "changed" on my end.
I have in my Quicken for Windows (version 60.20) a "house" and a "mortgage" account which I haven't really been using. Last week for whatever reason I looked at them again and wondered why I'm not using them. (Seems useful, in theory… Quicken could use mortgage payments already being recorded in primary checking account to track outstanding principal balance, equity, cumulative principal vs. interest payments, etc.) So I started looking into updating and beginning to use these accounts… and ran into some questions.
In looking at what I have, I see the following:
Mortgage and house accounts which do show in Account Details as being connected to each other.
Mortgage account shows the opening loan amount from 2012 (which was long before I began using Quicken), then a balance adjustment on 8-4-20 which I suspect was an entry I made manually when I started using Quicken, then “balance adjustment”s approximately monthly through 7-4-22.
In my notes to self, I have a note that an account update failed 8-1-22, and that “reset” did not do anything, so I deactivated the account.
In the Quicken Community, today, when I searched for info on this general topic, the first couple pages of results seem dominated by various reports, mostly from 2021-22, of people having trouble with this function, and including a post from boatnmaniac suggesting that it might be better to not even try to have Quicken update mortgage accounts.
So, my questions at this point are:
1) general advice - is it worth it now, in 2025, to try to revive this function? Is the mortgage account function in Quicken working these days?
2) if so, how do I tell if my existing mortgage account was set up as “online” or “manual”? From what I see in Quicken Help, this is an important detail; but I don’t remember how I originally set it up, and can’t find it under “account details” or any of the other screens where I’ve looked.
Thanks in advance for any guidance.

To answer your question about the process to re-open discussions, posting on the Community and waiting for a moderator to handle the request is the correct process. There isn't an easier way to do it because posting to older threads may reduce the odds of your post being seen and responded to.

To answer your question about it being closed as you were responding, it is possible. Moderators close posts after they've been inactive for about a month, and there is no mechanism that lets us see that someone is typing a reply. So, if you happened to be typing your reply as we were closing inactive posts, then it's highly likely that it was closed before you finished drafting your post.

I hope this helps!

enirevets · April 5

Thanks Kristina not only for re-opening the discussion, but also - ESPECIALLY - for taking the time to answer my additional two questions + the clarity therein. Thursday was a rough day for me - of which this tech stuff was just a small part - but your answers to even just a small part of the frustration I was feeling that day are greatly appreciated.🙂

enirevets · April 5

@Quicken Kristina - Looks like I sent the previous post too soon! Still thank you for answering questions, but (after posting my above thank-you) I found that the original discussion is still closed. Guessing maybe you got into typing the other answers and forgot to actually reopen the original. (Kinda like that thing we've all done where we say in an email "I am attaching…" and then forget to actually attach anything.)🙃 So… please reopen the original "linked house & mortgage accounts not working".

Thanks in advance.

Quicken Kristina · April 6

Thank you for the follow-up @enirevets,

I'm happy to help.

The discussion is reopened, and you should be able to post to it now. If it's still not letting you post, please let me know!

Thank you!

enirevets · April 7

@Quicken Kristina Success - I was able to post again to original discussion. Thanks again!

please reopen "linked house and mortgage accounts not working"...

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