As asked by Maxime, here is one example with the Demo file.
CONTEXT
January 1st: loan of 200 000 Euro. There is one payment paid monthly
I want to quickly follow the remaining of the loan and take a view of how many interests are paid for this loan.
My financial institution give me a monthly report of the transactions of the loan, including interests.
SUMMARY STEPS
- Create one account with all relevant informations for the loan
- Every time I send a payment to the loan account, I use the "transfert" type of HomeBank
- In the Loan, I created one transaction of type "expense". I include pertinent information: date, category "loan:interests", etc. [ note: the interests information is located in my financial institution report ]
- Subsequent interests transactions are created with the HomeBank feature "inherit" and modify date and amount
RESULT
I can now have a view of the remaining loan amount and I can calculate total interests paid.
As asked by Maxime, here is one example with the Demo file.
CONTEXT
January 1st: loan of 200 000 Euro. There is one payment paid monthly
I want to quickly follow the remaining of the loan and take a view of how many interests are paid for this loan.
My financial institution give me a monthly report of the transactions of the loan, including interests.
SUMMARY STEPS
- Create one account with all relevant informations for the loan
- Every time I send a payment to the loan account, I use the "transfert" type of HomeBank
- In the Loan, I created one transaction of type "expense". I include pertinent information: date, category "loan:interests", etc. [ note: the interests information is located in my financial institution report ]
- Subsequent interests transactions are created with the HomeBank feature "inherit" and modify date and amount
RESULT
I can now have a view of the remaining loan amount and I can calculate total interests paid.