Loan Tracking Overview
A - Current Loans: A list of loans that the selected household is still making payments toward.
B - Historical Loans: A list of loans the selected household has paid off.
Balance at a Glance
A - Page Navigation: Each link will navigate to a new page of information in the specified loan.
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D - Recent Transactions: Recent transactions related the the specified loan. Includes the ability to expand transactions to view more information, print a receipt, or edit. Click "View All" to view all transactions.
Amortization Schedule
A - Date Filter: Clicking this drop down offers a list of years, that when chosen filters the amortization schedule to the selected year. Includes the default option to view All Years.
B - Amortization Schedule: A table detailing each periodic payment, and principal balance on the specified loan.
Payment History
Loan Terms and Settings