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Lending money without breaking the relationship

Practical guides on loans between people who know each other: how to agree on them, how to keep track, and how to get repaid without it getting awkward.

Data··5 min read

What actually happens when you lend money to friends

Seven in ten adults have done it. Just under half lost money. The surveys agree with each other more than you would expect — and the pattern they show is not about trust.

Guide··4 min read

How to record a loan that started months ago

Most loans get written down long after the money moved. You do not have to start from today: enter the original date and what already happened, and the history rebuilds itself.

Math··6 min read

Interest that sits apart vs. interest that joins the principal

One switch, and after a year the difference is larger than most people expect. What each option actually does, with a twelve-month example.

Taxes··6 min read

Should you charge interest on a family loan? (And what the IRS thinks)

Only about one in ten private borrowers is charged interest. But above $10,000 the IRS may treat your zero-interest loan as if you charged it anyway.

Relationships··5 min read

Getting repaid without ruining the friendship

The problem is not asking. It is that asking sounds like an accusation. How to turn it into a shared errand instead.

Tools··4 min read

Why the spreadsheet always ends badly

Not for lack of formulas. Because interest accrues every day and you open the file once a month — and because audited spreadsheets fail at a rate that should worry you.

Math··4 min read

They paid you back part of it. Does that reduce the principal?

Both answers are defensible and they produce very different totals. Which is why it needs deciding before the first partial payment, not after.

Tools··5 min read

Splitwise is great. It is also not a loan tracker — by its own admission

People try to force loans into expense-splitting apps and it does not fit. That is not a bug: Splitwise considered lending and interest and formally declined both.

Legal··5 min read

Do you need it in writing? Less than you think — and more than you have

Oral loans are generally enforceable, and a text message legally counts as a writing. Which means the bar is low. Most informal loans still fall under it.

Tools··4 min read

What tracking a loan properly actually costs you

Nobody has credibly measured the hours. But the real cost was never the hours — it is the checking, the doubting, and the loans you quietly stopped tracking.

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