Knowledge Base

Knowledge Base

Guides and how-tos to help you use the product and understand family loans.

The top of the loan creation form: loan name, the role selector (I am the Lender or I am the Borrower), and currency, which together determine who owns the loan
Getting Started

How Loan Ownership and Licenses Work

Who owns a loan in Family Loan Tracker, why only the creator needs a license, and how families avoid duplicate accounts and loans.

Sep 7, 2026Read
The Extra Payment Strategy, Disbursement Date, and First Payment Date fields on the loan creation form
Using Family Loan Tracker

How to Set Up a Loan in Family Loan Tracker

A field-by-field walkthrough of the loan creation form in Family Loan Tracker — what each setting controls, which dates to use, and the mistakes to avoid on first setup.

May 4, 2026Read
The Create Loan Agreement form with Lender Name and Borrower Name fields
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