tax/insurance payments from mortgage escrow account dont show up in reports | banking | cashflow

rwr01
rwr01 Quicken Windows Subscription Member ✭✭
edited January 24 in Errors and Troubleshooting (Windows)

Pretty stupid simple setup and problem:

  1. Quicken B&P, v65.29; three accounts: bank, mortgage and escrow
  2. each month, bank account pays $2000 to split 3 ways:
    a. principle - draws down the home mortgage account, credits the principle amount, lets say $1000
    b. interest - shows up as an interest expense in cash-flow., lets say $500
    c. escrow - separate account gets credited with the remaining $500. $6000 for the year
  3. every year taxes are $5500 and the insurance is $500. those payments are made from the escrow account, but they never show up in my cashflow report. For example "Insurance:home" expense category is used for the payment in escrow account, but in the yearly cashflow report, that amount doesn't show up!!

what the heck is going on?? seems like some sort of bug. but i cannot believe it as this workflow has to be used a million times by everyone.

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Answers

  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Is the escrow account included in the report? You say it is a separate account. If it is marked Separate in Quicken, it will be excluded by default from reports. If you want to include it, you must click on the gear to customize the report and on the Accounts tab check the Show hidden box and select the account.

    QWin Premier subscription

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