How do I record money I lend to someone else?

Where to find it: LOANS → Add loan

Add the arrangement in LOANS and select yourself as Lender and Other as Borrower. Choose the type and enter the balance, currency, dates, rate and payment assumptions that describe the loan. If the borrower is your spouse or CCPC in the scenario, select that entity instead of Other.

The balance represents money owed to you, and the payments are received by you rather than paid by you.

For a prescribed-rate spousal investment loan, select that specific loan type and complete its account links.

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