John Pollard said:
I don't use online billpay, so pardon my lack of knowledge about exactly how
it works.
If the online recurring payment is not automatically entered into your
register by Quicken, then I don't see why one couldn't do the same thing for
recurring online payments. That is, in addition to the online payment,
schedule a Quicken mortgage payment to automatically enter the register one
or more days ahead of when the online payment will be available for
download.
Hmm - I must not be typing too clearly - I thought that's exactly what I
said I was doing
The idea being to have a transaction - which Quicken knows is the mortgage
payment, and therefore was properly split between principle and interest -
already in the register when an online update brings down the transaction
that occurred behind the scenes. This works fine the way I have it set up.
And even if Quicken does enter the online billpay payment directly into your
register, you could just delete it and let the scheduled payment be the
controlling payment.
It always matches just fine, for me anyway, no need to delete anything.
Of course, we're actually getting off the subject I think - seems to me
more like the OP couldn't see how to get Q2002 to recognize the special
nature of his mortgage payment. He didn't say anything about online.
Cheers,
Steve