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" <[email protected] <mailto:[email protected]>> 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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