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Author: ShouldKnowBetter Big red star, 1000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 10320  
Subject: Re: To upgrade to Q2013? Date: 1/26/2013 12:00 AM
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I have two mortgages and a car loan set up in quicken. In two cases, the car loan and one of the mortgages I have an auto pay set up through quicken bill pay. In the case of the other mortgage I have a reminder set up that starts prompting me to pay the bill ~15 days before it is due. When I open quicken and see the reminder I write the check and click on the split of the transaction to adjust it to the extra I am sending toward principle that month. Total time including writing the check ~1 min. (In fact that is only reason I write that check by hand, otherwise it would be set up as an autopay as well.)

Is there something about Q2013 that makes this process take longer or just not work?


It might work for you because you are using reminders. I don't or didn't. In previous versions I would go the the actual loan account and make the payment there. It would track what part of my payment was interest, the other part as principal.

In the 2013 version. You have to use Reminders! Maybe it will track your payment correctly. I have to adjust mine manual each time; enter in the categories etc.

See https://getsatisfaction.com/quicken/topics/q2013_create_your... for more detail explaintion on the problem.
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