Bookkeeping basics
Add a loan you owe
Record a loan you owe, with lender, balance, rate, and term, so you can track payments against it.
Record a loan so you can track your payments against it.
- In the AI Assistant, choose to add a loan.
- Enter the lender, balance, rate, and term.
- Save.
Include any loan — a bank loan, a vehicle loan, or financing on equipment.
What happens next — the loan is on your books, ready to track payments against.