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How to add and edit loans?
How to add and edit loans?
Vlad Stanescu avatar
Written by Vlad Stanescu
Updated over a week ago

To add a loan, go to the Loans page and press the "Add Given Loan" button to add a load you given or "Add Received Loan" to add a load you received.

Adding a loan
The add loan form will require you to enter the amount given/received, the account the loan is received in (or made from), descriptions to help you identify the loan as well as the due date for the loan. Pro accounts can also add tags and attach documents.

Editing a loan
To edit a previously enter a loan, go to the Loans page and click the edit icon for the loan; to delete the loan, use the trash icon.

Paying back a loan
To add a payment for the loan, click the payment button and enter the amount you paid back (or received). You can add partial payments for the loan.

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