Why link real estate to its associated loans?

Many properties, whether they be a primary residence or investment property, have an associated mortgage with them. If you are lucky enough to to own a property out-right, you still might have a Home Equity Line of Credit (HELOC) associated with it. Since the loan(s) are tied to a property, it can be helpful to view these two accounts together. Banktivity allows you to do this: you can associate any mortgage and/or HELOC with a real estate account to see your equity.

How to link real estate accounts with loans?

There are a couple of different ways to link your real estate account with its associated loans.

If you are setting up a new real estate account or new mortgage or HELOC, Banktivity will ask you in the account setup assistant if you want to link the account. You can follow the onscreen prompts to link them.

If you already have a real estate account and mortgage or HELOC account in the sidebar, you can link them via drag and drop. Click and drag the mortgage or HELOC account and drop it on the real estate account. Once they have been successfully linked, the real estate account will have a triangular disclosure button to show and hide the loans.