Mortgage and linked asset

I'm also running Q 2008 R9, and I also have re-fi'd the property.

I ran some experiments with that graph, and, MOST CURIOUSLY, I had to click the original mortgage on the property (paid off in 2005) in order to get the present mortgage to show. This is even though, in the "Edit Account Details" for the house, it shows the name of the current mortgage account.

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What happens if you unlink the asset and liability accounts, then relink them?

Backup first.

"John Pollard" wrote

John,

When I unlink, the mortgage name still appears in the asset details mortgage account dropdown list even though the asset no longer shows as linked in the mortgage's details. Running a validation or a super-validation after unlinking does not change this.

When I relink, the asset again shows as linked in the mortgage details, and everything in the asset details remains the same as before.

Regards,

Len Agoado snipped-for-privacy@msn.com

"danbrown" wrote

Dan,

Are you clicking on the graph for detail expansion or somewhere else? I can't get the new one to show in the graph or reflect in the displayed total.

Regards,

Len Agoado snipped-for-privacy@msn.com

I was really asking what happens if ALL three accounts are unlinked ... so neither loan is linked to any asset and the asset isn't linked to any loan. Then relink just the current loan and its asset.

Also, if doing a refi, what happens if you unlink the old loan before setting up the new loan?

"John Pollard" wrote

John,

I'm sorry, I guess I didn't fully catch what you meant earlier.

The only complicating factor I can foresee is that there are actually a number of loans, all paid off, linked to this asset. That's what happens when you've had a house for years and gone through several seconds, helocs, and refis. That's why I said it was hit and miss.

I'll give your suggestion a go, and post back.

Thanks.

Regards, Len Agoado snipped-for-privacy@msn.com

"John Pollard" wrote

John,

This gets interesting. When I unlink all liabilities from the asset and restore the linkages one by one, whether or not a given liability appears in the graph depends on what other liabilities are linked and the order in which I apply the linkage. I can have a displayed liability disappear from the graph by linking another liability and reappear by unlinking another liability, or change what appears and disappears by doing it in a different order.

For the time being, I have settled on having my current and immediately prior loans appear, and ignoring the lack of historic accuracy caused by the older loans failing to be shown; but still, this is a bit screwy, and doesn't leave me with a great sense of comfort about what is going on behind the scenes. I can't help but wonder what other quirks have simply escaped notice so far.

Regards,

Leonard Agoado snipped-for-privacy@msn.com