Why is Loan Manager no longer available in the Banking Menu?

Carrie_7009426 Member Posts: 67
edited January 2019 in Reckon Accounts (Desktop)

The only way that I can access Loan Manager is via the loan payment reminder in the reminders window.  Why is this?  Also, the loan payment reminders are not clearing when I make a payment.  Any ideas?

Reckon Accounts Premier 2015 Manufacturing and Wholesale Edition


  • Reckon FAQs
    Reckon FAQs Reckon Staff Posts: 359 Reckon Staff
    edited March 2017
    Hi Carrie,

    Thanks for asking the Community.

    Unfortunately, the Loan Manager was an additional proprietary utility owned by Intuit Inc, and in line with end of the agreement between Reckon and Intuit in 2014 this utility was removed in the 2015 edition.  Reckon is examining replacement options for this Loan Manager in a future release.

  • Simon_9904596
    Simon_9904596 Member Posts: 1
    edited January 2019
    4 Years on and I guess they are still examining their options. No wonder Xero is making such inroads.

  • CB_Admin
    CB_Admin Member Posts: 14

    is there a new loan manager?

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,097 Community Manager Community Manager

    Hi @CB_Admin, no there isn't.

    Out of curiosity, how often would you use this piece of functionality?

  • Acctd4
    Acctd4 Accredited Partner Posts: 3,191 Reckon Accounts Hosted Expert Reckon Accounts Hosted Expert
    edited December 2021

    @Rav I think it's a valuable feature to have as a lot of businesses have loans & the financiers don't always readily provide the Amortisation Schedules for them. Therefore I end up sourcing my own using an Excel template but it's time-consuming, clunky & not very precise so the ability to generate & manage this from within the program is really useful 😊

    ... Perhaps it could be an optional Company File feature within Preferences that could be enabled/disabled ?

    Shaz Hughes Dip(Fin) ACQ NSW, MICB

    *** Reckon Accredited Partner(AP) Bookkeeper - specialising EXCLUSIVELY in Reckon Accounts / Hosted ! ***

    * Regd BAS Agent (No: 92314 015)* ICB-Certified Bookkeeper* Snr Seasonal Tax Consultant since 2003 *

    Accounted 4 Bookkeeping Services

    Ballajura, WA

    [email protected]


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