Adding Liabilities

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Liabilities are recorded at the household client level. 

To add a liability for a client:

  1. Navigate to the household client that you wish to add a liability for.
  2. Click the Assets & Liabilities  icon in the vertical nav.
  3. Select the Liabilities sub tab.
  4. Click the  icon to add a Liability.
  5. Complete the fields (required fields will appear in red).
  6. Optional: Use the Owners tab to associate the Liability with a particular person.
  7. Click Save.
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