Add a loan
Learn how to add your first loan.
Quickstart
Add name and choose account
Account must have sufficient funds to add the investment!
Choose the loan amount, period and interest
Click enter or outside the input box to auto generate interest payments table.
Add loan
These are instructions or content that only pertain to the third step.
Done
Loan is added to the table and statistics are re-calculated.
In-depth
Basic attributes
Intrest table
Advanced settings
☝️ Welcome to the content that you can only see inside the first Tab.
✌️ Here’s content that’s only inside the second Tab.
💪 Here’s content that’s only inside the third Tab.
Remove a loan
Select a loan you want to delete
It is possible to choose multiple loans at once.
Click the delete button
Located at the top right of the table.
Done
All statistics are re-calculated.
Archive a loan
Once the loan becomes inactive and there is no need to show it in the active loans table, it is possible to click the archive button to hide it away into a separate archive table.
All loans that are in the archive table are not considered when calculating current risk score.
Remove from archive
To restore a loan and move it back to main loan investments table just click the unarchive button that looks identical to the archive one while expanding the loan in the archive table.
References
Check out the risk widget loan view