Accounts › Edit Personal-Loan-Sofi

Edit Personal-Loan-Sofi

Loan account. Used for due-day reminders and payment tracking on the dashboard.

Identity
Name cannot be changed after creation (used as key in transactions).
Loan Details
Account Status
Leave blank to keep the account active. Set a date to mark it closed — on or after that date it will be hidden from all transaction dropdowns but remains visible here for historical reference. Clear the date to reactivate.
Dashboard Visibility

When enabled, this account’s balances, payments, and interest are hidden from all dashboard panels — KPI cards, 3-month trend, debt breakdown, CC balances, loan overview, and upcoming events.

Cancel
⇄ Reclassify Account Type

Currently: Loan. Change the account type without touching any existing transactions — they keep their stored account name unchanged.

⚠ To reclassify as Credit Card the account name must end in -CC. Rename it first if needed, then reclassify.

⚠ Danger Zone

Deleting this account removes it from the accounts list. Transactions that reference it by name will still exist in the ledger but will no longer have account metadata (limit, APR, etc.).