Budget and Loan Payments

TheCrumpy
TheCrumpy Quicken Windows Subscription Member
edited November 24 in Budgeting and Planning Tools (Windows)

Can I track the entire loan payment under personal expenses or is the only way to put the interest under personal expenses, or enable the option to put the payment at the bottom? Can the layout be changed?

I like the way the budget looks when everything is under Personal Income and Expenses.

I'm coming from YNAB and it's a big adjustment.

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Answers

  • recursor1
    recursor1 Quicken Windows Subscription Member ✭✭✭
    edited October 24

    Um, you can track it under personal expenses, sure, but not if you want to keep track of your loan balance. Your paying off a debt account. So you are always transferring to that account to pay off the debt, unless you don't track it and just make a category called "Loan Payment". If you are talking about Quicken's budget, then yeah, it is already under personal expenses. You just have to add the loan account in the transfers out section when selecting categories.

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