Manual Loan - How do I end it?

toddschwartz11 · September 10

For some reason my bank loan isn't showing in the historical data via the automated connection, just the most recent month.

So I'm trying to create a manual loan so I can get an accurate view of my Net Worth Report historically.

How do I create an end date so i can show the historical loan balance from Oct 23 - Jul 25?

Coach Natalie · September 10

@toddschwartz11, thanks for posting your inquiry to the Community!

You should be able to import your account balance history for those specific dates to fill in the historical data in the Net Worth Report. Here is our support article explaining how to use this import feature! https://support.simplifi.quicken.com/en/articles/8912157-how-to-import-account-balance-history

Let us know how this works for you!

Best Answer