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How do I work with a loan?

To work with a loan, you must first set it up in Quicken. When you're finished, open the loan account to work with it, as described below.

Things you can see in the Loan window

Loan summary

Loan Details

Payment Details (Transactions Register)

Equity

What-If Tool


Things you can do using the gear menu

The gear menu

appears on the upper right side of the screen and provides many additional options.

Edit Account

Change Account Details such as Account name, Description, Interest rate, Linked Asset Account, Loan Type, Financial Institution, Account Number, and contact information. You can also chance Display options.

Enter Loan Payment

This brings up the Enter Expense Transaction screen. If you are set up for electronic tracking, the transaction will be entered as a reminder.

Update Balance

If your balance is no longer correct for any reason, you can use this to adjust the balance.

Full Payment Schedule

View past and all upcoming payments.

Account Overview

The Account Overview tracks Equity (graph), Account Status, and Account Attributes

Print Transactions (Report)

Print a list of your transactions for this loan.





Things you can do in the Loan window

For related information, see:

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