Set up Mortgage account wrong

stirredh2o
stirredh2o Quicken Windows Subscription Member
edited 4:14PM in Budgeting and Planning Tools (Windows)

I set up my account wrong and it won't show up in properties. How do I fix this?

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  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @stirredh2o,

    Thank you for reaching out with this question. To better assist, please provide more information. How did you set up your mortgage account? Did you add it as an offline account or a connected account?

    What account type do you see for the account? You can check that by going to Tools>Account List and clicking the Edit button next to the account. The Account type will be visible on the General tab, near the upper left.

    Screenshot 2026-03-07 at 5.19.01 PM.png

    I look forward to your reply!

    Quicken Kristina

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