Search found 111 matches

by wtech_josh
Sat Sep 06, 2025 10:43 pm
Forum: Statements and Servicing
Topic: How do I permanently change the date a payment is due
Replies: 2
Views: 324

Re: How do I permanently change the date a payment is due

I made a video showing how to do this. https://youtu.be/pv6QU9OGwMk Essentially, you add a second payment setting on the Settings tab. There can be consequences for interest depending on various settings. I touch on it briefly in the video. If you want to do daily interest during the odd period betw...
by wtech_josh
Mon Aug 11, 2025 1:07 pm
Forum: Configuring Loans
Topic: Amortized loan with balloon pmt expected
Replies: 1
Views: 65848

Re: Amortized loan with balloon pmt expected

Hey Bob, You figured it out on your own. When you want a balloon, and the payment is amortized over some longer period of time, in the loan wizard: -Set the number of payments to the amortized period (like 180). -Click Next. -Set the payment to one of the Amortized Payment options. -Click Back. -Cha...
by wtech_josh
Wed Jan 08, 2025 6:26 pm
Forum: Statements and Servicing
Topic: Creating two 1098s for a single loan...
Replies: 3
Views: 337148

Re: Creating two 1098s for a single loan...

Not a problem. :D I get asked for this all the time, it’s a very common question and often there’s a misconception about what information the 1098 returns convey. Everyone’s afraid if they send a 1098 from one recipient, that filer also has to show the money somewhere on their income. That’s definit...
by wtech_josh
Wed Jan 08, 2025 6:24 pm
Forum: Statements and Servicing
Topic: Creating two 1098s for a single loan...
Replies: 3
Views: 337148

Re: Creating two 1098s for a single loan...

Lender:

Thanks.

I will take a look at this. Sorry to bother you with something I could have looked up!
by wtech_josh
Wed Jan 08, 2025 6:23 pm
Forum: Statements and Servicing
Topic: Creating two 1098s for a single loan...
Replies: 3
Views: 337148

Re: Creating two 1098s for a single loan...

Josh: I get this question all the time. You asked “Is there a way to split the 1098s so that each lender has the correct amount reported?” Yes, but you probably don’t want to file two 1098 forms. The IRS doesn’t want multiple 1098s for a single mortgage. The recipient fields are just who received th...
by wtech_josh
Wed Jan 08, 2025 6:20 pm
Forum: Statements and Servicing
Topic: Creating two 1098s for a single loan...
Replies: 3
Views: 337148

Creating two 1098s for a single loan...

Lender: I am doing my 1098s. I have one loan where the lender changed (both run from Moneylender). The program appears to generate only one 1098 for the borrower. The 1098 lists the first lender as the lender and includes interest paid to the second lender. Is there a way to split the 1098s so that ...
by wtech_josh
Sat Aug 10, 2024 4:15 am
Forum: Management and Financials
Topic: Sorting a "Payment Summary" report by date
Replies: 5
Views: 677677

Re: Sorting a "Payment Summary" report by date

Just a couple short weeks later and I finally released an update to Moneylender. Version 229 includes, among a few other things, the fix for sorting on Payment Summary reports.
by wtech_josh
Wed Jun 05, 2024 8:17 pm
Forum: Management and Financials
Topic: Sorting a "Payment Summary" report by date
Replies: 5
Views: 677677

Re: Sorting a "Payment Summary" report by date

I tagged this post on my to-do list, and I'll post a follow up comment when the update goes live. 8-) Probably a couple weeks since I just did two updates in the last week or two.
by wtech_josh
Wed Jun 05, 2024 12:46 pm
Forum: Management and Financials
Topic: Sorting a "Payment Summary" report by date
Replies: 5
Views: 677677

Re: Sorting a "Payment Summary" report by date

Hey Mark, Indeed! There was no sorting mechanic in the Payment Summary report engine. I added it so it'll sort properly with the next update (it'll be version 3.0.229). Also, Creation Date is a timestamp of when you first create the payment in Moneylender, not the date you set for the payment - that...
by wtech_josh
Wed Apr 17, 2024 5:12 pm
Forum: Installation / Portfolio Setup
Topic: Error Message: Invalid Class
Replies: 2
Views: 536560

Re: Error Message: Invalid Class

Fix that seems to work:

In elevated command prompt:

net stop winmgmt /y

Winmgmt /resetrepository


Those two commands should rebuild the repository that's causing the Invalid Class message.