Tip 1 - Track loan fund transfers
- Although Board also supports Loan account types, we recommend not to use it. Instead track the loan fund transfer and the following repayments as they appear on your current account - making sure that these records are properly categorized.
Tip 2 - Accounting system for transaction history
- In case you have access to an accounting system that tracks all money movements, you may use the system as a source of transaction history for Board. Use CSV file import in such a case.
- Cash Flow Management