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Old 02-17-2004, 03:45 PM
Dick Watson
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Default Re: QUICKEN TRANSFER PROBLEMS

No, you are not.

A Loan Payment should be setup as a scheduled Bill in the Bills & Deposits
page. When you go to edit this series of Loan Payments (go find it in the
list, R-click, Edit|Edit series), Money will recompute the remaining number
of like payments it needs to schedule to payoff the loan balance. The
existing payment history is irrelevant to this question. All that matters is
the current loan balance, the scheduled bill (amount and frequency) and the
interest rate.

When you talk about seeing "Loan End Date," where are you seeing this???
Loan Account Details? (I didn't see this there in one I looked at this
morning.) Number of remaining payments/series end date in a scheduled Loan
Payment on Bills & Deposits? Loan Amortization Report?

"Adam" <dogbubba[at]rcn.com> wrote in message
news:1139d01c3f566$daed4d00$a301280a[at]phx.gbl...
- quote -

> You want me to edit ALL the payments history made to this
> loan. You are talking about 30 odd payments. Am I
> understanding you correctly??



  #1  
Old 02-17-2004, 02:01 PM
Adam
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Posts: n/a
Default Re: QUICKEN TRANSFER PROBLEMS


- quote -

> -----Original Message-----
> Re. "loan end date"--try editing the series of loan

payments. Money
> calculates the number of payments remaining--hence runout

date--whenever you
> do this based on the payment amount, interest date, and

loan balance.
> Re. reports--I have no idea if these are advertised

somewhere as
> transferring, but given the differences between the

reports in each product,
> I'd not be surprised if they didn't attempt to map

Quicken reports to
> comparable customizations of Money reports.
> "ADAM" <dogbubba[at]rcn.com> wrote in message
> news:11f0d01c3f556$81cb1af0$a501280a[at]phx.gbl...
> > Please Help:
> > I am trying to get my Quicken data transfered to Money.

I
> > have had it with Quicken. Problem is that my home loan
> > doesn't transfer properly. The ending balances match,

but
> > the loan ending date is off. I think this is because the
> > mortgage company changed 3 times. It lists the number of
> > remaining payments as 281 when it is 262. I cannot seem

to
> > make the proper adjustments.
> > > Also, NONE of my Quicken reports transfered over to

Money.
> > Any ideas on that ?

> .
> Dick:

You want me to edit ALL the payments history made to this
loan. You are talking about 30 odd payments. Am I
understanding you correctly??
 
Old 02-17-2004, 12:32 PM
Dick Watson
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Posts: n/a
Default Re: QUICKEN TRANSFER PROBLEMS

Re. "loan end date"--try editing the series of loan payments. Money
calculates the number of payments remaining--hence runout date--whenever you
do this based on the payment amount, interest date, and loan balance.

Re. reports--I have no idea if these are advertised somewhere as
transferring, but given the differences between the reports in each product,
I'd not be surprised if they didn't attempt to map Quicken reports to
comparable customizations of Money reports.

"ADAM" <dogbubba[at]rcn.com> wrote in message
news:11f0d01c3f556$81cb1af0$a501280a[at]phx.gbl...
- quote -

> Please Help:
> I am trying to get my Quicken data transfered to Money. I
> have had it with Quicken. Problem is that my home loan
> doesn't transfer properly. The ending balances match, but
> the loan ending date is off. I think this is because the
> mortgage company changed 3 times. It lists the number of
> remaining payments as 281 when it is 262. I cannot seem to
> make the proper adjustments.
> Also, NONE of my Quicken reports transfered over to Money.
> Any ideas on that ?



  #-1  
Old 02-17-2004, 12:03 PM
ADAM
Guest
 
Posts: n/a
Default QUICKEN TRANSFER PROBLEMS

Please Help:
I am trying to get my Quicken data transfered to Money. I
have had it with Quicken. Problem is that my home loan
doesn't transfer properly. The ending balances match, but
the loan ending date is off. I think this is because the
mortgage company changed 3 times. It lists the number of
remaining payments as 281 when it is 262. I cannot seem to
make the proper adjustments.

Also, NONE of my Quicken reports transfered over to Money.
Any ideas on that ?

Please Reply. Thanks
 

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problems, quicken, transfer
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