The Payment Details window
Congratulations! You've successfully connected to your financial institution and created your loan account.
Here's what you should do next
Add your loan detailsThere are some great loan features in Quicken that require you to enter a bit more information. These features include:
- Loan payment schedule
- Projected payoff graph and date
- Monthly payment pie chart
- Interest paid table
To add these features:
- Click Add Loan Details and enter the information requested. If you need assistance, click the Help icon.