Loan Accounts

Track your mortgages, interest rates, offset balances, and repayment progress.

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Total Debt

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Across all loan accounts

Monthly Repayments

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Combined minimum repayments

Total in Offset

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Reducing your interest

Weighted Avg Rate

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Across all active loans

Add Loan

Loan Details

Account name * Please enter a name for this loan account

Lender

Loan category * Please select a loan category

Rate type * Please select a rate type

Linked property Link this loan to one of your properties

Loan start date * Please enter the loan start date

Loan term (years) * Please enter the loan term

Financials

Original loan amount ($)

Current balance ($) * Please enter the current outstanding balance

Interest rate (% p.a.) * Please enter the interest rate

Repayment amount ($) * Please enter the repayment amount

Repayment frequency * Please select a repayment frequency

Remaining term

Fill in balance, rate & repayment

Fixed rate expiry date When your fixed period ends

Fixed rate (% p.a.)

Offset Account

Has offset account

An offset account linked to this loan

Linked savings accounts (optional)

No savings accounts found. Add a savings account to link it here.

Select savings accounts sitting in this offset — their balances will be summed as your offset amount

Total offset balance

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Combined balance of linked savings accounts

Offset account balance ($) Enter balance manually, or link savings accounts above to auto-calculate

Effective term with offset

Enter offset balance to see savings

This loan account will be removed from your dashboard. This action cannot be undone.