Mortgage Online Connection

Josh's Avatar

Josh

08 May, 2016 02:10 PM

I am moving from Quicken to MD. I had a mortgage set up in Quicken that would automatically grab transactions from my bank for the account. I imported the old data into MD no problem and even moved it from a liability to a loan. However I don't see a way to connect to my bank to get up to date on payments and have it update going forward. Under the online menu where I would set up the connections for other accounts there are no options to set it up for the loan.

I would like to know a) is it possible to direct connect a mortgage account to a bank and b) if so how do I do it?

  1. 1 Posted by Tom Freeman on 09 May, 2016 03:01 PM

    Tom Freeman's Avatar

    We don't offer online connect for the loan accounts. If you are using a reminder you should be able to merge this transactions with the checking account transaction that downloads.

    You can go to your file > preferences, under the network tab you can toggle on auto merge download transactions.

    Tom Freeman
    Infinite Kind Support

  2. System closed this discussion on 02 Oct, 2016 02:34 AM.

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