Delete and recreate a calculated amortization schedule

Calculated schedules are generated from parameters (outstanding balance, periods, interest, etc.). If you need to change amounts, you must delete the current schedule and create a new one in the same product with the correct parameters.

Open the calculated schedule

• Go to Banks > Bank connections.
• Find the debt product and open the schedule using the rectangular icon.
• Confirm it is Calculated (top indicator).
   

Download the schedule (optional)

If you want to keep a copy before deleting:

• Open the three-dot menu.
• Select Download.
   

Delete the schedule

• Open the three-dot menu.
• Select Delete.
• Confirm in the confirmation modal.
   

Create a new schedule with updated conditions

• From the same product, start the creation flow again via the rectangular icon.
• Choose Calculated and enter the updated parameters.
• Review the generated schedule and complete reconciliation/accounting configuration.
   

Important notes

If you only need to adjust dates, use Edit dates without deleting the schedule.

If you have any further questions, feel free to contact the Customer Experience team or submit a request via this link.