Automating home mortgage splits?
David Carlson
david.carlson.417 at gmail.com
Tue Jun 27 13:52:16 EDT 2017
Dan,
I Think that is covered in the help manual under scheduled transactions.
David C
On Jun 27, 2017 10:45 AM, "Dan Rawson" <drawson1 at earthlink.net> wrote:
Is it possible to automate the splits associated with a home mortgage
transaction? I am downloading the checking account transactions as QFX
from my bank, so from their point of view, it's a single check. As an
example:
Check amount: $3000
For payment X, we might have:
Principal: $1700
Interest: $400
Tax escrow: $900
But for payment X+1, the P&I numbers obviously change, while the total and
tax escrow amounts are un-changed. Unfortunately, I can't download the
split data from the mortgage holder.
Any ideas on how this might be automated? Or should I just live with doing
the manual entry once per month?
Thanks!
Dan
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