Search

✏️ Debt Manager: Adding a Debt Schedule Manually

Teri Larew
Teri Larew
  • Updated

Adding a debt schedule manually, one item at a time, is recommended for very short debt schedules.

  1. In the My Apps drawer to the left or at the bottom of the Munetrix Homepage, click the Debt Manager icon.  

  1. You will see several tabs across the top of the page. Click the Obligations tab.
  2. Click the Name of the Debt Obligation Header you wish to add the Debt Schedule to manually.

  1. Click the + Debt Payment Schedule container to expand it.
  2. Click the + Add button to enter the first debt schedule record.

  1. Fill in the Date Due (mm/dd/yyyy), Interest Rate, and Principal.
  2. Optionally fill in the Interest, Interest Subsidy, Adjustment, Balance, and Comments.
  3. Select Paid, Projected, and Actual from the Status dropdown menu.
  4. Click Save.

  1. Repeat the process for each line of the debt payment schedule.
  2. After entering the last line of the debt payment schedule, the system's totals should match those in the original schedule.
  3. In the Action column, click Edit or Del (Delete).

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.