How do I link an existing house and mortgage account?


After you create a house account in Quicken, or convert a previously existing asset account to a house account, you can link it with existing mortgages or loans attached to the property. When you do this, Quicken can calculate your equity for you. You must already have set up both the house and loan account(s) in Quicken to link them.

  • Link a house account with a single mortgage account
    1. Choose Tools menu > Account List.
    2. Click the Edit button next to the house account you want to work with.
    3. In the Account Details window, expand the drop-down list next to the Mortgage Account option to view the liability accounts in this data file.
    4. From the drop-down list, select the loan account that tracks the loan for this property.
  • Link a house account with more than one mortgage account
    1. Choose Tools menu > Accounts List.
    2. Click the Edit button next to the first loan account you want to work with.
    3. In the Account Details window, expand the drop-down list next to the Linked Asset Account option to view the asset accounts in this data file.
    4. From the drop-down list, select the house account associated with this loan.
    5. Repeat Steps 1 through 4 for the second loan account.
      • How do I know if this worked?
        1. Choose Tools menu > Account List.
        2. Select the house account associated with these loans, and then click Edit.
        3. In the Account Details window, verify that Quicken displays Multiple in the Mortgage Account field.

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Tip: To find out which version of Quicken you are using, open Quicken go to Help menu and select About Quicken.