Infront Portfolio Manager

Take out a loan

Loans are classified as "Special investments".

To record loans taken out correctly, proceed as follows:

  1. Open the "Enter transactions" worksheet as described above in the section Enter transactions and select the desired holder if necessary.

  2. Open the ACCOUNT menu in the "Enter transactions" worksheet.

  3. Select the transaction type RECORD CREDIT at Account transaction types .
    Use the keyboard to enter loans with the "Enter transactions" worksheet open as follows: Press the key combination <CTRL>+<2> for the account transaction types. Then press the button<B>.
    The "Take out a loan" dialog box appears.
    create_loan_borrow_EN.png
    This dialog box largely corresponds to the "Invest fixed-term deposits" dialog box. However, there is no field for the interest calculation method for loans and the amount in the account is of course positive (fixed-term deposits are negative).

  4. Complete or change the information in the input fields if necessary.

  5. Finally, confirm the entries with the "Enter" button.


Use the credit overviewto display all the loans recorded for a holder at a glance.