Is there a mortgage or loan on this asset?

This screen appears when adding an asset in Quicken and asking whether it has an associated loan.

If this asset has a loan, click Yes, then choose an option:

• I'd like to track this loan in Quicken. Select Set up a new account for me to create a loan account. Quicken will track the loan balance, payment schedule, and interest, and include it in your Net Worth report. For more details, see How do I set up a loan?.

• I'm already tracking the loan in Quicken. Select Choose existing account, then pick the loan from the drop-down list.

• I do not want to track the loan in Quicken. Choose this if you prefer to track the asset without linking or recording loan details in Quicken. Quicken will not track payments, interest, or principal reduction for this loan.

If you select No, Quicken will track the asset without linking a loan. You can add a loan later if needed.

Note: You can always edit the asset later to add or remove a linked loan.