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- Tag
Tag your loan payment to indicate where, to what, or to whom it applies.
- Memo
You can display memo information in reports.
- Add or edit the Optional Settings for the reminder.
- Memo
You can display memo information in reports.
- Add or edit the Optional SettingsSettings for the reminder.
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- Open the loan account that you want to change the loan reminder for.
- If necessary, click the Payment Details button.
- Click Edit payment details.
- In the Loan Details dialog, click Payment Options.
- In the Loan Payment Options dialog, select Loan Reminder and then click OK.
- Choose the type of reminder you'd like to add.
- Tell me more
If you are adding a reminder for a "connected" loan account, you may set up a simple or a detailed loan reminder. If you are adding a reminder for a "disconnected" manual loan account, you may set up a detailed loan reminder only.
A simple loan reminder tracks only the loan payment total.
A detailed loan reminder tracks all of the line items included in your loan payment total—things like interest, private mortgage insurance, and property taxes. Tracking these items can help you plan and project your spending and taxes.
- In the Loan Payment Reminder dialog, set up your loan reminder.
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