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Note: The loan feature is not av= ailable for Quicken Starter.
When you set up a loan, Quicken creates a loan account th= at tracks the amount you owe, the length of the loan, the current interest = rate, and your chosen method of payment. After it's set up, click the loan = name in the Account Bar to use the Quicken loan feature. I= t provides some great tools for managing your loans and figuring out where = you stand.
Looking for the loan calculator?
To use the Loan Calculator go to the Planning <=
/strong>tab. Select the Planning Tools menu, then =
Loan Calculator.
For more informati=
on, see How do I f=
ind out what a loan would cost before I take it out?.
An online loan account accesses your loan information through your finan= cial institution's website, providing you with the most up-to-date and accu= rate loan information.
Click the Add Account plus sign icon
During the setup process, you=E2=80=99ll be asked a few questions:= p>
What is your financial institution User ID (user name) and password?=
Tips for successful connections
How should Quicken set up accounts it has found?
Your accounts have been added
Why don't I see the option to Sync to = Quicken Cloud?
You will see this option only if you have chosen to Use Mobile as part of the registr=
ation. If you wish to view your accounts in mobile or to receive custom acc=
ount notifications, click the Mobile a=
nd Web tab and follow the instructions.
A manual loan account requires you to enter all of the relevant loan det= ails in order to provide you with loan information. When possible, it is mu= ch easier to access and maintain an online loan account. If you would prefe= r to enter your loan information manually, or if it is not available online= , then follow the instructions below.