Booking a loan as a lender

Jack Ostroff ostroffjh at users.sourceforge.net
Tue Sep 17 15:24:41 BST 2024


On 9/17/24 8:12 AM, Jochen via KMyMoney wrote:
> Hi,
>
> I am looking for the way to manage a loan as *lender*.
> The account management in kmymoney seems to handle only accounts as 
> borrowed money, not loaned money to another party.
>
> How can I handle such loans in kmymoney?

What have you tried, or should I ask if you have tried?

When you create a new loan account, on Step 3 of the wizard, the very 
first item is to set whether "I am borrowing money" or "I am lending 
money."  (Step 1 sets the institution, which is optional, and step 2 
sets the account name and account type (loan).  Leave the opening 
balance 0, and se the opening date to the date the loan is made.



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