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Re: MAKING A MORTGAGE LOAN TO OTHERS
Set up an asset Account in Quicken and post the disbursement of the original loan principal to that Account. Click the gearwheel in the upper right hand corner of the Account and select "Convert…3 -
Re: Best way to handle self-managed property tax escrow
"The problem with this in Quicken is that it distorts my spending reports."Well, "yes" and "no." I'm a retired fully qualified CPA and I account for my property tax…2 -
Re: New Schwab download mis-categorizing transactions
This particular problem has been mentioned several time since Schwab's transition to EWC. It seems to be one of the things that Quicken is "working on."https://www.quicken.com/support/…1 -
Re: Paying off a Mortgage
From the sounds of it, you have a manual loan Account. I'll proceed using that assumption.If you are posting loan payments in your checking Account but not seeing any principal reductions in the…1 -
Re: How do I set up a Cash Flow report to include Transactions to an Other Liab or Other Asset Account?
If you're really focusing on "cash" then first, only have any checking or "cash" accounts selected under the "Accounts" tab of the Customization screen. Next, on th…1