Click on ACCOUNTS from the left-hand menu to take you to the Accounts screen.

This screen displays the standard set of Accounts for a Recycle My Debt client.   These Accounts have been created for you.

Simply click on the relevant Account to open the ACCOUNT DETAILS.

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Add the account balance, applicable interest rate, and, in the case of a P&I home loan, include the monthly repayment amount.

Note:  A Loan Account should have a negative balance, as it is a debt within the Account.