Loan feeds track your liability balances including mortgages, auto loans, student loans, and credit lines. Monitor your debt paydown progress and include liabilities in your net worth calculations.
Mortgages
Home loan balances
Auto Loans
Vehicle financing
Student Loans
Education debt
Credit Lines
HELOC and personal lines
Loan Data Fields
Balance
Current loan balance
Original Amount
Initial loan amount
Interest Rate
Current APR
Payment
Monthly payment
Due Date
Next payment due
Loan Type
Mortgage, auto, etc.
Lender
Institution name
Term End
Loan maturity date
Setting Up a Loan Feed
Setup Steps
Connect your lender
Go to the Banks tab and connect the institution that holds your loan.
Create a loan feed
Click Create Feed and select 'Loans' as the feed type.
Select loan account
Choose which loan account to track.
Choose sync mode
Use snapshot mode to track paydown progress over time.
Map fields
Configure which loan fields to sync to your destination.
Sync Modes for Loans
Snapshot Mode
Track balance over time. See your debt paydown progress with monthly or weekly snapshots.
Update Mode
Keep current balance only. Best for net worth dashboards that need current liability totals.
Common Use Cases
Debt Payoff Tracking
Visualize your debt reduction progress over time
Net Worth Calculation
Include liabilities in your complete financial picture
Payment Scheduling
Track due dates and payment amounts