Automating home mortgage splits?

Dan Rawson drawson1 at earthlink.net
Tue Jun 27 13:58:38 EDT 2017


Excellent - thanks to everyone for the suggestions . . . .

Dan

On 06/27/2017 01:52 PM, David Carlson wrote:
> 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 
> <mailto: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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