Private Loan Ledger
Private Loan Ledger: Balances, Late Fees and Payoffs. Track every private note: balance, interest due this month, late and delinquent payments, notes maturing soon and a public payoff estimator. Free to clone.
Private Loan Ledger is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 5 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Abacus and Abacus (staff). Its automations include Payoff quote request alert, Payment applied split and Daily late sweep.
by @taskade
What you can do with Private Loan Ledger
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Private Loan Ledger works
- Payoff quote request alert: when a quote request is added, then Abacus drafts a payoff figure and Comment the draft payoff.
- Payment applied split: when a payment status changes, then Abacus splits the payment and Comment the new balance.
- Daily late sweep: when Every day at 9 AM, then Find overdue payments and List the late and delinquent items.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Abacus, Abacus (staff)
- Automations: Payoff quote request alert, Payment applied split, Daily late sweep
- Workspace: 5 projects, 2 AI agents, 3 automations