ClearCheckbook Knowledge Base

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.

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.

Add a new lending item button

The fields in the Add New Item form are shown in the screenshot and explained in the table below.

Add a new lending item form

The lending list is broken into two sections: Money Owed and Money Borrowed. Items where people owe you money have a blue border while items where you owe people money have an orange border. If an item is overdue, the border is red and there will be an Overdue alert.

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.

Sample list of loaned / borrowed items.

When it comes time to record a partial or interest only payment toward one of the loaned or borrowed amounts, you first click the down arrow on the right side of the item to bring up the action options.

Click the arrow to expand the actions

Next, click the + Add Payment button to open the payment form.

Next, click the payment button

An Add Payment form will appear where you can add the payment amount and an optional note.

Sample of a payment form.

To edit an existing owed or borrowed item, first click the down arrow on the right side of the item to bring up the action options.

Click the arrow to expand the actions

Next, click the Edit link to open the edit form.

Next, click the edit link

This will bring up an Edit form where you can change any of the details for the item.

Form to edit an item.

To delete an item, first click the down arrow on the right side of the item to bring up the action options.

Click the arrow to expand the actions

Next, click the Delete link to permanently remove the item.

Next, click the delete button

To view the payment history for an item, first click the down arrow on the right side of the item to bring up the action options.

Click the arrow to expand the actions

Next, click the History link to bring up a list of payments made to the item.

Next, click the history button

The payment history will list the date a payment was made, note and amount. You can also edit and delete payments from this screen.

Sample payment history screen

To mark an item as paid, first click the down arrow on the right side of the item to bring up the action options.

Click the arrow to expand the actions

Next, click the Mark as Repaid to mark the item as paid.

Mark as re-paid

When you've marked items as paid they will appear in a Completed Items list at the bottom of the page.

Minimized completed item list.

By default, the completed items list is minimized. To expand it and view the completed items, click on the Completed Items link.

Expanded completed item list.

If you want to see totals for multiple items, you can expand the items by first clicking the down arrow on the right side of them and then clicking the checkbox on the right side.

Select multiple items.

The Selected Item Stats will show you the total amount remaining and repaid for the selected items. If you select both owed and borrowed items, the totals will show up in separate tables.

Viewing totals for the selected items.

Keep personal loans clear and easy with our Money Lending Tracker. Whether you're lending or borrowing, this tool helps you log every detail like names and amounts to deadlines and repayment history. Quickly update repayments, track remaining balances, and see overdue items at a glance. Stay organized, transparent, and stress-free when it comes to money between friends.