![]() ![]() Type – This is not changeable on this menu, but you can update it from the Add Loan Terms button (if you have not set up your loan details yet) or from the Edit Loan and Payment Terms on the main page of the loan.Ĭonvert to Liability – If you decide you don’t want to track the details of your loan, you can convert it to a liability account.Ĭredit Limit – This is not applicable for loans. Remember, this is not your payment information, which updates based on your banking information and bill payments.Īccount Name – You can change the default name to something that can more easily identify the loan.ĭescription – You can add some details to help you remember what the loan is (it’s a great way to distinguish between different loans of the same type, like two car loans, you can add details here to more quickly determine which car is being tracked).Ĭurrency – If the loan is in a different currency, you can change it from USD to whatever the currency should be for the loan. ![]() When you click on the gear icon on the initial screen or from the main page, you can update some of the basics about the loan.Īt your financial institution – If you added the loan manually, you can go in and link to the account so that your remaining balance can be downloaded automatically for you.
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