Tracking Payments

Updated

Marking a Bill as Paid

When you’ve made a payment, mark the corresponding bill occurrence as paid to keep your records accurate:

  1. Open the Upcoming tab
  2. Find the bill that’s due and tap it
  3. Tap Mark as Paid
  4. Confirm the amount paid and payment date
  5. Tap Save

The occurrence is removed from Upcoming and added to your Payments history. The next occurrence automatically appears in the Upcoming list.

Paying a Different Amount

The paid amount field defaults to the bill’s set amount, but you can change it. This is useful for:

  • Credit cards — where the minimum payment or payoff amount varies month to month
  • Utility bills — where usage-based charges fluctuate
  • Debt paydown — when you’re paying more than the minimum to reduce a balance faster

Viewing Payment History

Open the Payments tab to see every bill you’ve marked as paid.

Filtering by Time Period

Use the period selector at the top of the Payments screen to narrow the history:

PeriodShows
1DToday’s payments
7DLast 7 days
2WLast 2 weeks
1MLast month
3MLast 3 months
6MLast 6 months
1YLast year

Searching Payments

Use the search bar to find a specific payment by bill name. Useful when reviewing a long history.

Upcoming vs. Past Due

The Upcoming tab shows bills grouped by due date. Bills that have passed their due date without being marked paid appear at the top as Past Due — you can jump to them quickly with ⌘ D on iPad/Mac.

Skipping an Occurrence

If a bill shouldn’t be paid in a particular period (e.g. a service was paused or waived):

  1. Find the occurrence in Upcoming
  2. Tap it and choose Skip

Skipped occurrences don’t appear in Payment history and don’t count against your totals in Insights. The next occurrence still appears on schedule.

Attaching a Receipt

You can attach a photo to any payment as a record:

  1. After marking a bill as paid, open the payment from Payments
  2. Tap Add Photo
  3. Choose a photo from your library or take one with the camera

Payments and Debt Tracking

If a bill has Debt Tracking enabled (e.g. a credit card or loan), each payment you mark automatically updates the tracked balance:

  • The paid amount is subtracted from the outstanding balance
  • The updated balance is shown on the bill detail screen
  • The Insights screen reflects the reduced debt over time