Adding a Candidate Loan

To record a loan from your candidate for FEC reporting (Line 13a), follow these steps:

1. Go to Debts from the left menu.

2. Click Add Debt.

3. On the Create Loan/Debt screen, complete the required fields:

   • Lender: Select the Person record for your candidate.

     • The candidate’s profile will have a Candidate tag. This allows the loan to show on line 13(a).

   • Loan: Set this option to Yes.

   • Original Amount, Rate, Incurred Date, and Due Date as appropriate. If the Loan has an interest rate, you are responsible for setting a Loan Balance for the report.

   • Secured?: Choose Yes or No based on the loan terms.

   • Description: Add any notes about the loan (e.g., “Candidate loan to committee”).

   • Financial Account: Choose the account the loan will be tracked in.

4. Click Add to save.

When the lender is the candidate’s linked Person record and the Loan option is set to Yes, Campaign Deputy automatically reports this as a Candidate Loan on Line 13a of the FEC report.

If your candidate loan shows on line 13(b) you may have a duplicate Person with your candidates name. We create a Person as the Candidate that can't be merged or deleted. Check if the Person you linked to the Loan has the Candidate tag on it.

If the loan is from another individual or entity, it will be shown on Line 13b instead.