ClearCheckbook Knowledge Base

ClearCheckbook Knowledge Base

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Money Lending Tracker

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.

What does the Money Lending Tracker do?

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.

Tracking a Loaned / Borrowed Amount

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.

Money Lending Tracker - Add new item button
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.

Money Lending Tracker - Add new item link
Add a new lending item form
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.

Lending List

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.

Money Lending Tracker - Item list
Sample list of loaned / borrowed items.

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.

Money Lending Tracker - Amount Paid History
Sample history of amount paid.

Adding a Payment

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.

Money Lending Tracker - Add Payment form
Sample of a payment form.
If this is an interest only payment that you don't want applied to the remaining amount, but still want to keep track of it, check the Interest only? option.

Editing an item

To edit an existing owed or borrowed item, click the icon at the right side of the item.

Money Lending Tracker - Edit Item link
Link to edit an item.

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

Money Lending Tracker - Edit Item form
Form to edit an item.

Deleting an 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.

Money Lending Tracker - Delete Item information
How to delete an item.

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.

Money Lending Tracker - Mark as re-paid
How to mark an item a paid.
This will mark the item as paid off and it will be moved to your Completed Items list.

Completed List

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

Money Lending Tracker - Completed item list, minimized
Minimized completed item list.

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

Money Lending Tracker - Completed item list, expanded
Expanded completed item list.
You can view the payment history for a completed item by clicking the icon. Clicking the icon will delete the completed item.

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