How to make your home loan visible

Currently home loans are set to not show in Balances by a default setting, and not visible on the Balances Card as to not disrupt your daily use of Moneytree. However, if you would like to include your home loan(s) as a part of your Net Worth calculation, please follow the steps below.

Click here for Android.

iOS

1.On the Balances Card (orange screen) tap the Vault icon in the top right.

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2.On the Vault page, tap the Bank that has your home loan account.

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3.Tap on your home loan under the “Accounts”.

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4.Switch the “Show in Balances” switch to on.

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Once you choose to include your home loan as part of your net worth, you may find your net worth displayed as a negative number. To return your net worth to a positive number, we recommend you add a custom asset account to offset your loan value. You can do that with a “manual account”. Here’s how:


1.On the Balances Card tap the Vault icon in the top right corner.

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2.Tap the “+” icon.

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3.Scroll down and tap “Other Accounts”.

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4.Tap “Other Accounts” to enter account name and amount.

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5.You have now completed a simple offset, and your net worth will return to a positive number. You can edit your manual account each time you make a home loan payment.

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Android

1.On the Balances Card tap the Contextual Menu in the top right corner, and tap “Connection Settings”.

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2.On the Connection Settings page, tap the Bank that has your home loan account.

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3.Tap on your home loan under the “Accounts”.

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4.Switch the “Show in Balances” switch to on.

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Once you choose to include your home loan as part of your net worth, you may find your net worth displayed as a negative number. To return your net worth to a positive number, we recommend you add a custom asset account to offset your loan value. You can do that with a “manual account”. Here’s how:


1.On the Balances Card tap the Contextual Menu in the top right corner, and tap “Connection Settings”.

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2.Tap the “+” icon.

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3.Scroll down and tap “Other Accounts”.

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4.Tap “Other Accounts” to enter account name and amount.

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5.You have now completed a simple offset, and your net worth will return to a positive number. You can edit your manual account each time you make a home loan payment.

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If you still need help with Moneytree, 
or have any questions about the service, please contact [email protected]