QWin 2016: Deluxe - Why won't mortgage balance update from the bank? How do I change manually?

  • 1
  • 1
  • Problem
  • Updated 3 days ago
  • In Progress
  • (Edited)
Hello,

I have Quicken Deluxe 2016. I've never used the loan-tracking functions before, and I just recently decided to try out tracking my mortgage, and auto loan balances. Both are with banks that support downloading into Quicken. For some reason, even though both are set up to log into the bank web sites, the "loan balance" won't update. The mortgage loan balance is showing as the original mortgage amount. Quicken shows that it was updated on today's date, but it really wasn't. It doesn't download any transactions, either. Same for the auto loan. I've tried poking around in different menus, and options, and I cannot figure out how to fix these issues. Is this a common issue? Can anyone help me figure out how to fix, please?

Thank you.
Photo of Heather Spaulding

Heather Spaulding

  • 110 Points 100 badge 2x thumb

Posted 3 days ago

  • 1
  • 1
Photo of UKR

UKR, SuperUser

  • 318,140 Points 100k badge 2x thumb

Please don't ask me ... I don't know why it works for some banks and not for others.

If you want to regain full control over both the loan account register and the payment transactions please take a look at this:

Convert to manual loan

https://getsatisfaction.com/quickencommunity/topics/faq-how-do-i-convert-a-loan-account-that-automatically-downloads-transactions-to-a-manual-entry-scheduled-reminder-loan-account