Moneylender 3 Professional - Loan Servicing Software

User's Guide and

Creating a New Portfolio

Choosing File > New Portfolio from the Main Menu

To create a new portfolio, choose File > New Portfolio from the Main Menu. You'll be asked to provide a name for the portfolio file.

Be sure you enter a new name, instead of selecting an existing file from the list. If you choose a file that already exists, that file will be deleted and a new portfolio will be created in its place.

There will be a brief pause as the portfolio file is generated and the default statements and reports are copied into it. You are now ready to start recording loan data!