Liability Page

The Liability Page is the detail view for any individual debt in your portfolio. It gives you a complete picture of that liability — from remaining balance and interest costs to linked investments and attached documents.

Last updated About 1 month ago

Accessing a Liability Page

  1. Go to Portfolio > Liabilities.

  2. Click on any liability in the list.

The liability's detail page will open.

[Image: The full liability detail page showing the overview section with remaining debt, interest rate, and maturity info]

Overview Section

The Overview section shows the key information about your liability:

  • Liability Name and Type — The name and the type of debt (e.g., Mortgage, Personal Loan).

  • Original Amount — The initial loan amount and quantity.

  • Already Amortized — How much you've paid down so far.

  • Remaining Debt — The outstanding balance, calculated as (Amount x Quantity) minus Already Amortized.

  • Interest Rate — The annual interest rate on the debt.

  • Yearly Interest — The estimated annual interest cost, calculated as Remaining Debt x (Interest Rate / 100).

  • Issue Date — When the loan was originally taken out.

  • Maturity Date — When the loan is due to be fully repaid.

  • Loan Term — The total duration of the loan.

  • Payment Schedule — How frequently payments are made (e.g., monthly, quarterly).

[Image: The overview section showing remaining debt, yearly interest, interest rate, and key dates]

Linked Investment

If the liability is tied to an asset in your portfolio — such as a mortgage linked to a property — you'll see it displayed in the Linked Investment section. This connection helps you understand the net equity of that particular investment after accounting for the associated debt.

You can link or unlink an investment from this section at any time.

[Image: The linked investment section showing a connected real estate asset with its current value]

Documents Tab

The Documents tab lets you manage files related to this specific liability:

  • Upload loan agreements, amortization schedules, or correspondence with your lender.

  • Download or preview existing documents.

  • Keep everything organized in one place alongside the liability details.

[Image: The documents tab showing uploaded loan agreement files with download options]

Editing from the Liability Page

You can edit the liability's details directly from its detail page:

  1. Click the Edit button.

  2. Update any fields (name, amount, interest rate, amortization, dates, and more).

  3. Click Save.

Your changes will be reflected immediately in the detail page, the liabilities list, and your net worth.

Tips

  • Keep amortization updated — Regularly updating the "Already Amortized" field ensures your remaining debt and yearly interest figures stay accurate.

  • Link related investments — If the liability is tied to an asset, connect them for a true net equity view.

  • Upload key documents — Store your loan agreements and payment schedules alongside the liability so they're always easy to find.

  • Check the maturity date — Use this as a reminder for when refinancing decisions need to be made.

Need Help?

If you have any questions or run into something unexpected, don't hesitate to reach out. You can contact us at team@findex.se — we're happy to help!