A sheet appears which contains two tabs where you can view details about your loan. You can update your loan details by clicking on the pencil icon under the title. On the right side of the header is information about your monthly payment, interest rate, and remaining balance. You can change it from the sidebar by right-clicking on the title there and selecting the Rename menu item. The title of the loan is in the top left. The header gives you a few details about the loan so that you can get all of the basics about the status of your loan at a glance. You can either click on the Update All button, or you can use the three-dots dropdown menu at the top of the sidebar to refresh the data. All of these can be updated by refreshing all of your account details. If your account is not linked, you can manage your scheduled transaction payments from the account you use to pay your loan. You are not supposed to need to manually update any of the payment information – Quicken does that for you through your linked accounts. This feature is meant to help you track how the payments are paying down a loan. NOTE: The toolbar at the bottom that is available for other features is not displayed for the loan management feature. As soon as you add loan details, both the Progress and Payments views will update, and the other fields will populate (such as the monthly payment and interest rate).
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