Thanks all!
I think we have the 2013 version?
My issue is that you've explained really well how to manually enter a mortgage payment. But the trouble is, the mortgage payments are showing up in our expenses account, because that page downloads all our bank transactions from Chase, including the check we send once a month to the private lender...
...So it seems really annoying to then have to manually enter the mortgage payment on the loan account page. Moreover, even if we do that, it's still listed over on the expenses page as an expense, even though part of it is going toward principal.
So I guess we're wondering if there's any way to arrange Quicken so that it recognizes that that monthly payment of $1330 (including $500 extra payment) to Jane Doe (the mother in law) needs to be categorized as a mortgage payment, apply it to the loan account automatically, split it up into principal/interest automatically, and account for it properly in the expenses account?