Debts
Loans and installment plans, linked or tracking-only, including payoff, skip, and auto-complete.
Guides
What the Debts section is for
Whether it's a loan, a payment plan on a big purchase, or money you owe a friend, the Debts section helps you keep track of what you owe…
Setting up a debt
Choose what kind of debt this is (loan, installment plan, credit card, personal debt, or other — this is just for your own organization),…
Keeping an eye on your debts
The Debts page gives you a quick overview: how much you still owe in total, what's due this period, and anything that's overdue. Use the…
Adding a loan or payment plan
Head to Debts and click Create. Choose a type, work out the total you'll be repaying, set your installment schedule, and pick a first due…
Deciding whether to link a debt to an account
If real money is genuinely moving — you're making payments from a bank account, say — link the debt to that account so each payment becomes…
Recording a payment
Open the debt and find the installment that's due, then click Pay. If you choose an account, it'll create a matching expense transaction…
Letting payments happen automatically
If you're on the Pro plan and have a linked debt, you can switch on Auto-complete payments so each installment settles itself the moment…
Paying off a debt ahead of schedule
If you're ready to close out a debt early (Pro plans), use the Payoff option — it settles whatever's left in one go, and if you managed to…
Skipping or moving a payment date
Sometimes life happens — if you need to push a payment back, use Skip (Pro plans) and give it a new date. Or if you simply want to mark…
Avoiding double-counting a payment
For any real payment you make, pick one way to record it — either assign the transaction to the debt, or mark the installment as paid — but…
Still stuck?
Write to support with what you tried — a human replies.
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