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Once you set up a loan in Quicken, you'll record a payment on this debt in a different manner. You can also delete the loan by clicking the Delete Account button.Ĭlick OK when you're finished. You can also add a contact name at the bank that holds your loan, create links to the banks page or your activity page, and add comments about the account. Select Edit/Delete Account from the context menu. Right click on the loan in the Account Bar, as shown below. You can easily edit your loan information once you have it set up or if your terms change. Editing Loan Information or Deleting a Loan You can also split the transaction into multiple categories.Ĭlick Done again. In the Loan Payment Reminder box, you can specify how the loan payment will appear in your register, as well as select the account that you'll use to make the payment.
Also specify how many days before the due date you'd like to see the reminder. Check the box (pictured above) if you want a reminder. Quicken will then ask you if you want to set up a reminder for this loan payment and enter it into the register. In the next window, you'll be asked to enter the date when your next payment is due.Įnter in any extra fees or extra principal that you want to pay each month. When you're finished, click the Next button. However, you'll want to make sure it's correct and re-enter it if it's not. Quicken will calculate your monthly payment for you and fill in the box. The amount of the monthly payment for the loan.This simply means how often the bank calculates the interest on the loan. This can be especially tricky if you have a 36 month car loan, etc. Be sure you enter in years and not months. The original length of the loan entered in years.The current interest rate for the loan.The opening date - or the date the loan started.If you don't have your latest loan statement handy, you may want to locate that before you fill in the rest of the information in order to keep your Quicken records up-to-date and accurate. This is the name you want to give it in Quicken, and this is the name that will help you identify it in the Account Bar. In the Loan Details dialogue box (pictured above), enter a name for the loan. Look at the dialogue box below, then we'll go over the information it requires. It'll help if you have your loan balance, interest rate, and original amount of the loan in front of you - as well as the length of the loan. Although it will take a few minutes to get the loan set up, it's as easy as can be. This will be one of several dialogue boxes that will ask you to fill in information regarding your loan. You'll then see the following dialogue box.
#Customize quicken for mac home view manual
If you don't want to sign in online or don't have login information to do so, click Manual Loan Account at the bottom of the dialogue box (pictured above).
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Quicken will then download your account information. You'll be asked to sign into your loan account online.
In the Property & Debt section, click Loan.Įnter in the name of the loan provider, then click next. This is the same step we took to add bank and credit card accounts, so it should look familiar to you. To enter a loan, go to Tools>Add Account. With an amortized loan, each payment reduces some of the amount owed on the principal (or actual amount borrowed).
#Customize quicken for mac home view how to
Let's learn how to set up a liability account for an amortized loan, or a loan on which you make regular and equal payments. A liability account is an accounting statement that tracks how much you owe a particular creditor, such as the bank that holds your mortgage. This means if you want to track your mortgage, car loan, and student loan, you'll need to set up a liability account for each one.
You will have to set up a liability account for every debt that you're going to track. In Quicken, if you want to track your debt, you must start by setting up a liability account. However, you may also want to track your debt, especially if you want to keep track of how much you're paying in interest or how much you owe after each payment you make. These are things you pay monthly, so of course you'll set it up. There's no doubt that you're going to set up debt that you have, such as mortgage payments, car payments, etc., as bills in Quicken.
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