The Loan Details tab

Congratulations! You've successfully connected to your financial institution and created your loan account.

Here's what you should do next

•   Add your loan details

  There 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.
•   Add a linked asset account

  It's a good idea to set up an asset account to track the value of the item you're purchasing with this loan. This makes your net worth reports more accurate.

  1. Click Add linked asset account and select the type of asset account to create.
  2. Enter the information requested. If you need assistance, click the Help icon.
  3. Quicken displays the amount of equity you hold in the asset on the Loan Details tab.