People ask what tips can you give me to get started? Here's a list of some of the cool capabilities you'll probably want to turn on in Moneylender right away:
Automatic Backups - File > Moneylender Settings > Backup tab - specify a cloud-synchronized folder like dropbox or onedrive for the backups and you'll always have a recent, off-site backup.
Attach a copy of any statement you print or email to the loan - Portfolio > Portfolio Settings > General tab > Attach a copy...
Set up the defaults for your most common settings when creating a new loan - Portfolio > Portfolio Settings > Defaults tab - each loan wizard has its own defaults - On this one, you probably want to make a loan or two first so you know what settings you're picking consistently, and then codify those settings as the defaults. It can make creating new loans quick and painless.
Set up a Fee Schedule - Portfolio > Portfolio Settings > Fees tab - Even if you just have a standard NSF fee, or maybe just a couple types of fees you ever charge, save yourself time when you're going to add them to the loan by making them portfolio defaults.
BCC yourself on any emails that Moneylender sends to your borrowers - Portfolio > Portfolio Settings > General tab > When emailing statements, BCC...
Last edited by wtech_josh on Thu Dec 12, 2019 12:41 pm, edited 1 time in total.