Creating a new loan

• Open the application and log in.
• After logging in you will see the following default window.

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Under the "Transactions" tab transactions for the according loan can be added, using the "Add Transactions" button - additions and repayments to interest and principal can be added, and interest can be calculated and/or adjusted.

Loan fees

You can add and manage additional fees per loan, using the "Additional fees" menu item on the left menu tree. Additional fees can be added, using the "Add fee" button. Existing fees can be edited and/or deleted, using the according buttons at the top of the page. 

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After creating the needed fee options, the according fees can be added to each loan, using the "Add fee" button under the "Additional fees" tab. Per added fee the period (i.e. start and end date) to which the fee is applicable is to be set. Further, for fees with fixed amounts, a quantity of periods to which the fee is applicable, is required. Fees already added to a loan can be removed by selecting the according fee and using the "Remove fee" button.

Managing existing loans

You can edit and/or delete existing loans by selecting the desired loan (by checking the box in front of it) and clicking on the “Edit loan” and/or “Delete” buttons (see image below).

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