This article explains how to calculate Interest in Unity® Practice Management.

Accessing the Interest Calculator

1. Click on the Money icon and select Tools

2. The Interest Calculator is available under Tools

   

Interest Calculator: Automatic

Follow the steps below to calculate interest using the Automatic mode:

1. Select the Mode (Automatic)
2. Click on the dropdown arrow and select the Bank
3. Tick the checkbox to Ignore Negative Interest
4. Select to calculate on Client, Office, or Deposit
5. Select the date range

6. Once done, click Calculate

   

7. You have the following options:
   • View
   • Print/Save

   • Download as Excel

     

Interest Calculator: Manual

Follow the steps below to calculate interest using the Manual mode:

1. Select the Mode (Manual)
2. Click on the dropdown arrow and select the Bank
3. Tick the checkbox to Ignore Negative Interest
4. Select the date range
5. Click Reset if you would like to start over

6. Once done, click Add

   

7. You have the following options:
   • View
   • Print/Save

   • Download as Excel