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Loans & Mortgages

In this section, you can create and manage loans (mortgage, home improvement loan, etc.) and their corresponding schedules.

You have the option to perform the following operations:

  • Create a loan (or import a schedule according to our model),
  • Delete a loan.

To create a loan, you can do it directly from the “Finances” section or import the data.

You can filter records based on different criteria such as the landlord, the property, or the loan.

Furthermore, you have the option to export your records using the “Export” action available at the bottom of the table.

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Create, edit or delete a loan

To add a loan, either import a repayment schedule from the “Loans / Mortgages” section using our templates, or create a recurring expense of the “Loan / Mortgage” type with the automatic schedule calculation. This article also explains how to edit, stop or delete a loan, record a renegotiation, and how insurance and interest are deducted.

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Amortization

Certain expenses are deductible from taxes. Amortization refers to the loss of value of an asset over a given period. Each year, it is possible to deduct the amount of this loss in value. To record amortization, follow these steps in the Finances section: Click on “Add an expense”. Choose the type “Amortization”. Select the

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