Liabilities & Debts

The liabilities and debt tab keeps track and provides a variety of statistics on any outstanding loans. This may include a Student loan, Car Loan or Credit Card debt.

Mortgages must go in the Property Tab. Please see the Property page of these instructions for steps on how to enter in your Mortgage balance.

Manual User Cells: • Liabilities breakdown Table

A summary of the Liabilities breakdown table is as follows:



Loan Start Date

The date your Loan started.

Interest Frequency

How often your interest is calculated per year. This is could be daily or monthly.

Annual Interest Rate

What your annual interest rate is.

Regular Payment / month

How much you pay towards your loan in total each month.

Start loan Balance

What your initial loan balance is.

Current loan Balance

What your current loan balance is.

Loan Payments Paid

If known, how much you've paid on your loan to date.

Total Interest/Fees accrued

How much you've accrued in fees or interest.

Estimated interest/period

An estimate of the amount of fees you pay per period (see interest frequency).

Estimated total interest on loan

An estimate of how much interest you'll pay on your loan over its lifetime.

Estimated Final Payment Date

An estimated date of when you will pay off your loan.

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