How to add loan account for Payment schedule

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  • Click on the navigation bar and go to the money section. 
  • At the bottom of the Money section, there are two options available i.e. Bank account and Loan. 
  • To create the loan section, you have to add your loan account first to the “bank account” section. 

Click on bank account name 

  • Go to your bank name.  e.g., Mashreq bank 
  • When you click on the bank name, you can see there is a toolbar given on the top right side. 
  • At the top there are basic details of the bank account mentioned. 
  • At the bottom, you can see the transaction details.

Tool Bar 

The toolbar has the following options: 

  • Add loan
  • Edit account details
  • Delete accounts
  • Add notes  

Explanations are given in their respective sections.

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How to add loan account for Payment schedule

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