Adding Or Removing Debts And Loans

Adding a debt or loan can be done in the Debts section using the + symbol at end of the of each section that says "Add New Debt".


Adding A Debt:


Removing A Debt:


Adding A New Consumer Debt

Adding a consumer debt or loan can be done in the Debts section using the + symbol at end of the Consumer Debts section that says "Add New Debt".

Consumer debt refers to...

  • Credit Cards
  • Vehicle Loans
  • Line of Credit
  • Home Equity Line of Credit (HELOC)
  • Government Student Loan
  • Private Student Loan
  • Investment Loan

If you have debt outside of these options you can use Line of Credit to capture this "Other" debt.


Adding A New Real Estate Debt

Similarly, adding a real estate debt or loan can be done in the Debts section using the + symbol at end of the Consumer Debts section that says "Add New Debt".

Consumer debt refers to...

  • House Mortgage
  • Rental Mortgage

If you have debt outside of these options you can use House Mortgage to capture this "Other" debt.


Missing Debt?

The Debt section is based on the debt information you shared in your Profile. Debt is split into two parts, Consumer Debt and Real Estate Debt.

If you're missing a Debt section to complete it might be necessary to update your Profile.

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