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How can I track advanced income, like loans, equity, etc.? (Pro)
How can I track advanced income, like loans, equity, etc.? (Pro)
Updated over a week ago

With Hurdlr Pro, you can track advanced income like loans, capital stock, owner’s draw, and more.

To Track Advanced Income Transactions

  1. On the web app, navigate to the Transactions Dashboard > Money In

  2. Select the individual transaction to expand its details

  3. Click ‘Advanced’

  4. If the transaction is an invoice payment, you can link the deposit to the invoice

  5. To mark the transaction as liability, equity, or other income, click on ‘Account’, then scroll to find the account that you’d like to tag it to

  6. Click ‘Save’

When you select that an income transaction is a liability, equity, or other income, it will be filtered to that corresponding view. To see transactions marked as liabilities, equity, or other income, you can click Type in the Income view, then select the transaction type you’d like to see.

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