Will a new mortgage statement change earlier budgets?
On an existing property, open Documents and choose Upload Document. For a Mortgage Statement, Closing Document or Escrow Analysis Statement, review the figures and choose Apply recurring costs from before saving. Through month is optional. You can edit both months on the website and the app, and each new upload starts with a fresh form.
For a mortgage statement, the app suggests the payment due month, or the statement month if no valid due date is available. Closing documents suggest the closing month; escrow analysis statements suggest their effective month. If the date is missing or invalid, the current month is suggested. You can choose a past or future month instead.
Choose an end month to correct a specific range, including both the start and end months. The reviewed figures replace earlier recurring cost changes within that range; months outside it keep their existing amounts. Leave the end blank for Current / ongoing: the new figures begin at your start month and continue until the next recorded change. You can choose past or future months; the end must be the same as or later than the start.
Amounts you entered for an individual month stay in place. Confirmed property tax and insurance bills also keep applying to the months they cover, so uploading a statement does not replace those bills with monthly estimates.
The loan balance has its own statement date, separate from the month you choose for recurring costs. Choosing a different month does not make an older balance a newly reported balance, and an upload without a new balance keeps the existing balance and its original date.