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How do I add an auto loan?
How do I add an auto loan?

My auto loan isn't showing up on the 4-step plan, I can't see my auto loan

Sean Allen avatar
Written by Sean Allen
Updated over 4 months ago

Note: an auto loan is a split account. A split account is when money from your monthly income is being displayed in two areas, both your budget and your 4 step plan. Your minimum payment amount will be displayed under budget, in the transportation category. Anything extra you contribute to your auto loan will be displayed under step 2 in your 4 step plan.

Instructions for adding an auto loan account (after setup phase):

  1. Click "Plan" from the menu.

  2. Click the green word labeled "Accounts" in the upper right corner of your screen.

  3. Choose the tab labeled "Liabilities"

  4. Click "Add Liability Account"

  5. Choose "Auto Loan" from the drop-down menu

  6. Enter your information into all fields and click OK.

  7. Click the x in the upper right of the accounts pop-up box.

Important: Your auto loan minimum payment is now being displayed as read-only under the transportation category of your budget. Any extra money you contribute to your auto loan is located under step 2 of your 4 step plan. You can edit your auto loan account under step 2 in your 4 step plan or in the accounts panels.

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