Viewing Payment Details for a Loan in the Desktop Version of Quicken
If you automatically update a loan's balance by downloading transactions
from a bank's website, when you click on "Payment Details" in the Windows
Classic Business & Personal desktop version of Quicken, you won't
be able to actually view details on payments, such as the amount of
principal and interest paid for each transaction. You can change the loan
account's settings in Quicken to stop automatically updating the account
by right-clicking on the account and then selecting "Edit/Delete account"
then clicking on the "Online Services" tab and then clicking on the
"Deactivate" button in the online setup portion of the window. When asked
"Would you like to deactivate this service?", click on "Yes". You can
then close the "Account Details" window. Then, when you choose "Payment
Details", you should see the individual transactions for the account and
you will be able to modify the opening balance, principal and interest
for payments, if needed. If you then want to transfer money from another
account, such as a checking account, as a payment on the loan, you may
not see the account listed as one of the transfer options in the dropdown
list for transfers, but if you type the account name in the Category field
exactly as it appears in the account list and then hit the Tab
key, the amount you specify will be transferred to the loan account.
