Where to Enter a Mortgage and Other Loans and Liabilities

Where do I enter a mortgage expense or Other Loans?

A mortgage should go in two locations. First, it should go in the Liabilities section under Other Assets & Liabilities.

Once you save the Liability the program will ask you if you want it automatically added to the Goals & Additional Expenses section. Most users want to choose Yes here. The program will figure out the payment schedule and the end date for you as you can see in the screenshot below. Note that you can also manually add a mortgage expense in the Goals & Additional Expenses section as well.


related articles