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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