App Guide
How to Track a Family Line of Credit With Multiple Withdrawals
Set up a family line of credit where the borrower draws money in stages. Learn how draws differ from repayments and how interest accrues per withdrawal.
Jul 14, 2026Read
Knowledge Base
Knowledge Base
Guides and how-tos to help you use the product and understand family loans.
App Guide
How to Record a Payment in Family Loan Tracker
Step-by-step guide to marking a payment as paid in Family Loan Tracker, including batch payments, confirmation emails, and what trial accounts can and can't do.
Jun 25, 2026Read
App Guide
Understanding Your Loan Dashboard: What Every Number Means
A plain-English breakdown of every stat on your Family Loan Tracker dashboard — periodic payment, total interest, paid principal, overdue amount, and the progress bar.
Jun 17, 2026Read
Tax & Legal
What Counts as a "Family Loan" for IRS Purposes?
The IRS doesn't take your word for it. Here's the three-part test that separates a real family loan from a disguised gift, and why documentation is what tips the scale.
Jun 17, 2026Read
App Guide
How to Give the Other Party Access to Your Loan
Step-by-step guide to inviting the other party (lender or borrower) to your loan in Family Loan Tracker, sharing access, and understanding owner vs participant permissions.
May 27, 2026Read
Tax & Legal
What Is a Promissory Note (and Do Family Loans Need One)?
A promissory note is a written promise to repay money under set terms. Learn what it must contain, how it differs from a full loan agreement, and why family loans need one.
May 27, 2026Read
Getting Started
How to Create Your First Family Loan Agreement
Step-by-step guide to creating a professional family loan agreement using our free generator. Learn how to set up terms, generate PDFs, and convert to tracked loans.
Jan 27, 2025Read