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Mortgage Issue

Upgraded to 2007. Things went "ok", although certainly not the seamless import that Intuit describes.

Today, my mortgage payment does not show up in my transaction list. Checked the account, no payment details i.e. payment (P+I and interest now have "0" values) and no scheduled (or future) payments. Attempted to input proper values. No dice. Does not change. Validated file. No dice.

Any ideas? I tracked down several threads describing identical problems with this version of the software, but the threads went no where; no answers to the plight of the posters.. One suggestion to edit the actual name of the accounts (?! what the hell is that about?!). Tried it and no change.

What a piece of software.

Reply to
Monroe
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Replying to my initial posting. Came back to the computer and opened up Quicken again to take another stab at the problem. Surprisingly (and disturbingly) my mortgage payment show up on my transaction list, but all that is listed is the propotion of property tax that is regularly included on top of P+I. Still nothing in the mortgage account itself, so entered and closed Quicken. Opened again, identical situiation i.e. "mortgage payment" but only tax, nothing in the mortgage account itself.

If its any help in figuring this out, the mortage details opens to balance as of today (Feb 16) but my "next" mortgage payment is Feb 14 (i.e. haven't used the software for a week or so). So in editing, I'm changing the balance date to Feb 14, then applying P+I amount/interest rate with a Feb 14 date.

Grrrrrrrrrrr. Above zero temps outside for the first time >Upgraded to 2007. Things went "ok", although certainly not the

Reply to
Monroe

FYI: Scheduled mortgage payments never show the principal and interest amounts. Those amounts are not the same for each payment; the amounts are picked up from the Payment Schedule in the Loan when the scheduled transaction is entered into your Quicken register.

Reply to
John Pollard

Reply to
Monroe

Another reply/query with regard to my initial query.

What would be the reason for the program to not update detailes re: "P+I" or "Interest" fields within the "edit load" windows? That seems to be the problem. Of note, when I first updated to 2007, I had the problem of neither of these fields being transferred over. Simply entered the information and voila! The entered information was retained, the proper series of transactions were generated and presented in the summary list and the status graphs reflected the accurate info. But now this recent problem.

Thanks >Replying to my initial posting. Came back to the computer and opened

Reply to
Monroe

Try going into the Loan Wizard and tell Quicken you want to use a "memorized payee" instead of a scheduled transaction. Then make sure the old scheduled transaction is no longer in the Scheduled Transaction List. Then go back to the Loan Wizard and switch back to a scheduled transaction.

Backup first.

Reply to
John Pollard

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