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Loans
Loans
20 articles
reference
How a child checks the loan list
Open the kid loan list and review all active borrowing.
How a child views their loan
Open the kid-side loan detail page and check the amount still owed.
How to check a loan's repayment progress
Track how much of a loan has been repaid and how much remains outstanding.
How to compare loans across children
Review loan balances and status across the family before changing anything.
How to view a child loan
Open the loan detail page to inspect the balance and repayment status.
How to view a loan from the family dashboard
Access and review all active and completed loans across your family from the main dashboard.
How to view all family loans
Check the family-wide loan list before deciding what to create next.
How to view loan history for a child
Review the full history of loans created, repaid, and outstanding for a specific child.
how-to
How a child makes a partial loan repayment
Let a child repay part of their loan balance without settling the full amount.
How a child repays a loan
Make a repayment payment from the child account toward the outstanding balance.
How to add a note to a child loan
Attach a lesson note or message to a loan so your child understands its purpose.
How to create a loan for a child
Set up an educational loan that the child will repay over time.
How to create loans in bulk
Create multiple loans from one parent workflow when several children need them.
How to delete a child loan
Remove a loan when it should no longer stay active.
How to edit a child loan
Change the loan terms when the original plan needs to be adjusted.
How to mark a loan as forgiven
Cancel the remaining balance of a child's loan and record it as forgiven.
How to pause a child loan
Temporarily suspend a loan without deleting or cancelling it.
How to set an interest rate on a child loan
Add a percentage interest rate to a loan to teach children about the real cost of borrowing.
explainer
How loan interest works as a lesson
Understand the educational interest field and how it changes repayment behavior.
troubleshooting
How to fix a loan that did not update
Troubleshoot loan edits, repayments, or state changes that failed to appear.
