Add accts, Having trouble loading my Carrington MTG acct

kampdog

So, I tried to add my mtg acct and it retrieved the balance due and a few bits of info. but is saying no transactions found but there are years of data. What do I do ? TIA

Coach Kristina

Hello @kampdog,

Thank you for letting us know you're not seeing your transactions. Based on the information you provided, this is normal behavior for a connected mortgage loan account. Connected loan accounts do not show transactions. For more information, please review this article:

https://support.simplifi.quicken.com/en/articles/4295304-adding-accounts-in-quicken-simplifi

If you want to track transactions in your mortgage loan account, you can change the account to a manual account, and manually input your transactions. If the financial institution allows you to download a CSV file, you may be able to use it to import the transactions into Quicken Simplifi. However, you will need to make sure the CSV file is formatted correctly first. Please see this article for information on manually importing transactions:

https://support.simplifi.quicken.com/en/articles/4413430-how-to-manually-import-transactions

I hope this helps!

kampdog

Thanks for the info., does Simplifi have any kind of worksheet where you can enter mtg info and play with the numbers and amortization?

Currently, I pay about $100 extra a month but it would be helpful to plug in different amounts to see the effect on the loa.

TIA

Coach Kristina

Thank you for your reply,

Currently, Quicken Simplifi does not have any amortization or what-if tools. There are Idea posts requesting this functionality be added:

https://community.simplifimoney.com/discussion/2807/what-if-analysis-for-loans-edited

https://community.simplifimoney.com/discussion/28/amortization-schedule-for-loans

If you would like to see these added to Quicken Simplifi, then please add your vote and a comment. Ideas that get enough votes may be implemented in the future!

Thank you!