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Enter information about current loans (Lifetime Planner)

  1. If necessary, click Current loans in the Planner menu to the left.
  2. In the Current loans section of the page, click Edit.
  3. Click New to add a new loan, if necessary. For more information on setting up a loan, see Set up a loan.
  4. Click Payoff if you intend to use a final balloon payment to pay off your loan. Click Payoff early with one balloon payment on: and enter the date of your final payment.

Notes

  • What if I already entered a mortgage in the Asset Accounts dialog?
  • Tips about entering loans
  • General tips

Return to Get started with the Lifetime Planner.

Not Available in Canada

This tool is unavailable for users of our Canadian products.

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