How to adjust a Loan Balance

  1. Click the TRANSACTIONS tab
  2. Click the ADD button below the Transactions list
    3. Loan adjustment

  3. Specify the DATE of the New Transaction
  4. Type a DESCRIPTION of the Transaction
  5. Specify the TRANSACTION AMOUNT The Amount can be either positive or negative
  6. Click the SAVE button or press the ENTER keyboard key
    7. Loan adjustment

  7. Click the CALCULATE button to APPLY the Transaction to the Loan
    8. Loan adjustment

  8. The Transaction will be placed in the List in the proper Date order and the Balance(s) will update.
    9. Loan adjustment

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