The Money Lending Tracker will help you keep track of who owes you money or who you owe money to.
You can find the Money Lending Tracker by clicking on Tools at the top of the page, then click on the Money Lending Tracker link.The Money Lending Tracker is a tool built to help you keep track of who you loaned money to or who you borrowed money from. This is a great tool for people with roommates, friends or family who you're always loaning money to or borrowing money from.
The tool can also be used to keep track of repaying a friend who might have paid for lunch or a roommate who covered utilities one month.To add a new amount, click on the blue + Add Amount button at the top of the Money Lending Tracker. When you do, a form will appear where you can enter the details of the amount.
The fields in the Add New Item form are shown in the screenshot and explained in the table below.
| Field | Description |
|---|---|
Item Type |
If you gave someone money, select I Gave money. If you borrowed money from someone, select I Borrowed money. |
Borrower / Loaner Name |
Keep track of who you loaned money to or who you borrowed money from. |
Amount |
The amount that was loaned or borrowed. |
Loaned / Borrowed on |
The date you loaned or borrowed money. |
Repayment Date |
The date you need to have the money repaid by. |
Add to Transaction Register? |
When checked, an Add Transaction form will appear and you can add this as a transaction to your transaction register. |
The lending list is broken into two sections: Money Owed and Money Borrowed.
Each section shows who you borrowed money from or who you loaned money to, the amount, how much has been repaid and the loan / repayment date information.
Hovering over the remaining amount for an item that has already been partially paid will show the original amount. You can click on the Amount Re-paid amount to see a history of payments made to this item.
When it comes time to record a partial or interest only payment toward one of the loaned or borrowed amounts, you can select that item from the list and then click the blue Add Payment button below the list.
An Add Payment form will appear where you can add the payment amount and an optional note.
Interest only? option. To edit an existing owed or borrowed item, click the icon at the right side of the item.
This will bring up an Edit form where you can change any of the details for the item.
To delete an item, select the checkbox to the left side of the item (1) and then click the red Delete button (2) at the bottom of the list.
To mark an item as paid, select the checkbox to the left side of the item (1) and then click the green Mark as Re-paid button (2) at the bottom of the list.
When you've marked items as paid they will appear in a Completed Items list at the bottom of the page.
By default, the completed items list is minimized. To expand it and view the completed items, click on the icon.
